Disclosures

Advisory services are offered through Sound Wealth LLC, an investment adviser registered with the states of New Jersey, Pennsylvania, Illinois, and Texas. Advisory services are only offered to clients or prospective clients where Sound Wealth LLC and its representatives are properly registered or exempt from registration.

Affiliated Tax Practice Disclosure: Tax preparation and accounting services are provided through Sound Tax LLC, a separate legal entity that is under common ownership and control with Sound Wealth LLC.

These tax services are separate and distinct from the investment advisory services offered. Clients of Sound Wealth LLC are under no obligation to utilize the services of Sound Tax LLC, and utilizing Sound Tax LLC does not create an investment advisory relationship. Conversely, clients of Sound Tax LLC are not required to utilize the investment advisory services of Sound Wealth LLC.

Please note that a conflict of interest exists, as the owner of Sound Wealth LLC has a financial incentive to recommend the services of Sound Tax LLC to advisory clients, and vice versa.

The information on this site is not intended as specific tax, accounting, or legal advice, nor is it an offer or solicitation to buy or sell, or as an endorsement of any company, security, fund, or other offering. Unless you have explicitly engaged Sound Tax LLC for tax services, information provided on this site should not be solely relied upon for tax decision-making. Please consult your legal or tax professional regarding your specific situation.

Investments involve risk and have the potential for complete loss. It should not be assumed that any recommendations made will necessarily be profitable. The information on this site is provided “AS IS” and without warranties either express or implied and the information may not be free from error. Your use of the information provided is at your sole risk