Welcome to Soundside Wealth Advisors
your life. clarified.™
Let Us Help Create a Life That Fuels Your Passions.
For more than 20 years, we’ve been committed to one master, our client family. It’s a mighty responsibility, our life’s work, and we wouldn’t have it any other way. Give us a call when you have questions about anything financial. It’s who we are. It’s what we do.
A Message from Jon
Clear & Free Financial Framework ™
Our Clear & Free Financial Framework ™ is a three-step process designed to bring you from Chaos to Clarity so that you can become free from the burden of your finances and focus on what’s most important. It’s about you and Your Life. Clarified.™
Clarity
We’ll do a deep-dive Discovery of who you are, what you want, and what’s most important and meaningful to you.
Confidence
Together, we’ll create a personalized financial plan that helps you feel confident in your decisions and that you are living your life on purpose.
Freedom
Through regular checkups, we keep you on track, adjusting to any curveballs that life throws your way.
You’ve got questions. We have answers.
Click below to download your copy of the resources that we have created with you in mind. Wherever you are in your journey, it’s likely we’ve been there before.
