Sound Generational Wealth

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United States
Guilford, CT
Sound Generational Wealth

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Personalized Financial Planning We aspire to be your trusted partner in creating generational wealth through comprehensive financial planning design.

At Sound Generational Wealth, our mission is to provide honest, fluent, and creative financial guidance tailored to each client’s unique needs. We strive to foster trust through transparent communication, intentional solutions, and a steadfast commitment providing sound financial advice. By prioritizing collaboration in client relationships and delivering measurable results toward client goals, we aim to bring financial peace and balance to all Sound Generational Wealth families and businesses. Our vision is to empower clients with peace of mind, financial freedom, and a legacy of prosperity through integrity, collaboration, and exceptional service.

10/22/2026

Quick trip to see some clients in Washington, DC!!

10/19/2026

Financial confidence grows one thoughtful decision at a time. 💙

You don’t need to have everything figured out today. Start with one question, one conversation, or one small step toward the future you want.

10/14/2026

Highlighting Meagan, our Founder & President. 👏

10/06/2026

Today, our president, Meagan DeJesus, took time for her first mammogram—and we’re sharing this as a little reminder to make time for yourself, too. 💗

As a women-owned firm, supporting women’s futures is close to our hearts. That includes encouraging one another to prioritize our health, even when our calendars are full.

This Breast Cancer Awareness Month, consider checking in with your healthcare provider about the screening schedule that’s right for you.

To everyone affected by breast cancer, we’re thinking of you this month and beyond. 🎀

10/05/2026

The 2026 SGW scarecrow 🎃👻

Thank you karaotiswall !!

guilfordparksrecreation

09/29/2026

Our core values shape how we show up for our clients and for each other every day. They guide the conversations we have, the decisions we make, and the care we put into our work.

09/23/2026

We had a wonderful time at our regional LPL Women’s Conference in Boston! So many inspiring conversations with ambitious women (and also some great snacks) 🍫

09/14/2026

We're so grateful for the time that Nico, our intern, spent with us this summer!
His biggest takeaways were that wealth management is about much more than investments—it’s about understanding people, building relationships, and making complex information easier to understand. He also gained confidence, valuable real-world experience, and a growing interest in entrepreneurship. We wish him the best this school year! 🎓

09/08/2026

We love seeing this level of organization from our clients (especially in our new SGW binders)!!

09/01/2026

Your legacy deserves more than a junk drawer. Is everything in its place?

Address

135 Goose Lane
Guilford, CT
06437

Website

http://www.soundgenerationalwealth.com/

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