Sound Private Wealth

Finance · New York, United States · 11-50 Employees

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Overview

Headquarters

670 Broadway, Massapequa, New York, 1175...

Phone Number

(631) 825-8400

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Sound Private Wealth

Sound Private Wealth, based in Long Island, NY, is a team of experienced financial professionals dedicated to creating customized wealth management strategies for individuals and businesses. They offer a comprehensive range of services including retirement and estate planning, life insurance, investments, and specialized planning for divorce and healthcare needs. The firm emphasizes a holistic approach to financial planning, focusing on understanding clients' unique situations and goals to provide tailored financial strategies. Sound Private Wealth aims to support clients through every stage of life, ensuring they have the guidance needed to achieve their financial objectives.Explore more
Sound Private Wealth's Social MediaPopular SearchesSound Private Wealthsoundprivatewealth.comSIC Code 62,628NAICS Code 52,523Show more

Sound Private Wealth Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Sound Private Wealth

<$5M
11-50
Private
-
2020
$14.6M
11-50
Private
-
2015
Dallas George, President & Managing Partner at Waypoint Financial Partners
Dallas GeorgePresident & Managing Partner
$6.4M
11-50
Private
-
1994
DT
Douglas ToddFounder & CEO
$6.2M
11-50
Private
-
2015
NL
Nichole LaForceManager, Client Services
<$5M
11-50
Private
-
-
N/A
<$5M
11-50
Private
-
1999
BK
Brian KennedySales Director
<$5M
11-50
Private
-
-
JM
Jennifer McTigueClient Support Specialist
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Sound Private Wealth is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Sound Private Wealth is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Sound Private Wealth.

Sound Private Wealth Tech Stack

A closer look at the technologies used by Sound Private Wealth

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Frequently Asked Questions Regarding Sound Private Wealth

What is Sound Private Wealth's official website?
Sound Private Wealth's official website is www.soundprivatewealth.com
What is Sound Private Wealth's Revenue?
Sound Private Wealth's revenue is <$5 Million
What is Sound Private Wealth's SIC code?
Sound Private Wealth's SIC: 62,628
What is Sound Private Wealth's NAICS code?
Sound Private Wealth's NAICS: 52,523
How many employees does Sound Private Wealth have?
Sound Private Wealth has 11-50 employees
What industry does Sound Private Wealth belong to?
Sound Private Wealth is in the industry of: Finance, Insurance, Securities Trading
What is Sound Private Wealth competition?
Sound Private Wealth top competitors include: David L Moran - AXA Advisors, Waypoint Financial Partners, Kennedy Private Client Group, Net Worth Management Group
What technology does Sound Private Wealth use?
Some of the popular technologies that Sound Private Wealth uses are: DocuSign, Cloudflare Website Optimization, Bitly, Neustar UltraDNS
How do I contact Sound Private Wealth?
Sound Private Wealth contact info: Phone number: (631) 825-8400 Website: www.soundprivatewealth.com
What does Sound Private Wealth do?

Sound Private Wealth, based in Long Island, NY, is a team of experienced financial professionals dedicated to creating customized wealth management strategies for individuals and businesses. They offer a comprehensive range of services including retirement and estate planning, life insurance, investments, and specialized planning for divorce and he... althcare needs. The firm emphasizes a holistic approach to financial planning, focusing on understanding clients' unique situations and goals to provide tailored financial strategies. Sound Private Wealth aims to support clients through every stage of life, ensuring they have the guidance needed to achieve their financial objectives.Read More

What are Sound Private Wealth social media links?
Sound Private Wealth Linkedin page
Is Sound Private Wealth a public company?
Sound Private Wealth is private company therefore does not currently have an official ticker symbol
See more information about Sound Private Wealth

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