Attuned to what matters most

Sound Wealth Planning composes financial plans that are authentic to you and your loved ones. We know the confidence and peace of mind that comes with a bit of planning and sound, trusted guidance. We listen carefully to hear what matters most, what goes unsaid, and everything in between, to ensure all elements are played in harmony. 

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Sometimes, even with the best of intentions, competing priorities, demands on your time, and day-to-day life, might be holding you back. Without a clear plan in place, you may be feeling unsure and anxious about the future. You might wonder when you can retire, if you're in a good place, and whether you're making an impact.

As you take a step back to consider considering the big picture, you may realize you're ready to follow the lead. This is where we come in. Our team guides your family through holistic financial planning that integrates insurance and investments, making sure your best interests are at the heart of every decision and action plan. We lead with artful precision and proven expertise, always in tune with where you are today and where you want to go tomorrow.

Whether it's living a dream retirement, caring for your loved ones, or equipping you for the many seasons of life, we compose plans that move with you, giving you full confidence that your legacy lives on, long after your last note has been played.

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Active Member of Two Committees at Northwestern Mutual

Jewish Community Field Advisory Council

LTC Field Committee

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The Northwestern Mutual difference

No. 1

Best life insurance company for consumer experience, 2023. (NerdWallet)1

Top 5

We're one of the Top U.S. Independent Investment Broker-Dealers.2

$8.2B

In dividends expected to be paid in 2025.3

A++

AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4