A Holistic Approach To Financial Planning

Who are we?

Sound Private Wealth, based on Long Island, NY, is a team of experienced financial professionals focused on creating unique wealth management strategies for both individuals and businesses. Offering comprehensive professional services, our team develops tailor-made solutions based on our clients' needs and provides them with a roadmap for meeting their financial objectives. SPW's services include retirement and estate planning, life insurance, investments, divorce and special healthcare needs planning and more. 

Our professionals are committed to educating our clients through every step of their financial journey to ensure that they have the knowledge, tools, and confidence to achieve the goals set for themselves and their families. The Sound Private Wealth philosophy is firmly based on relationship management. The trust between our professionals and clients cannot be understated. We listen, we plan, and then we act. This connection allows our team to provide unmatched service and exceptional performance, giving our clients financial peace of mind.