Sound Legacy Wealth Advisors

Sound Legacy Wealth Advisors

Financial Services, 2099 S State College BLVD, Bellevue, Washington, 92806, United States, 1-10 Employees

soundlegacy.com

  • LinkedIn

phone no Phone Number: 42********

Who is SOUND LEGACY WEALTH ADVISORS

Sound Legacy Wealth Advisors, LLC is an independent, boutique, employee-owned financial services firm focused on your financial success...through financial and estate planning, investment...

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  • 2099 S State College BLVD, Bellevue, Washington, 92806, United States Headquarters: 2099 S State College BLVD, Bellevue, Washington, 92806, United States
  • 2020 Date Founded: 2020
  • 1-10 Employees: 1-10
  • dollar-icon Revenue: Under $1 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Financial Services

SIC SIC Code: 6531

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Sound Legacy Wealth Advisors Org Chart and Mapping

Employees

Ian Burns

Senior Private Wealth Advisor

Tera Probst

Partner, Chief Investment Officer

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Frequently Asked Questions Regarding Sound Legacy Wealth Advisors

Answer: Sound Legacy Wealth Advisors's headquarters are located at 2099 S State College BLVD, Bellevue, Washington, 92806, United States

Answer: Sound Legacy Wealth Advisors's phone number is 42********

Answer: Sound Legacy Wealth Advisors's official website is https://soundlegacy.com

Answer: Sound Legacy Wealth Advisors's revenue is Under $1 Million

Answer: Sound Legacy Wealth Advisors's SIC: 6531

Answer: Sound Legacy Wealth Advisors has 1-10 employees

Answer: Sound Legacy Wealth Advisors is in Financial Services

Answer: Sound Legacy Wealth Advisors contact info: Phone number: 42******** Website: https://soundlegacy.com

Answer: Sound Legacy Wealth Advisors, LLC is an independent, boutique, employee-owned financial services firm focused on your financial success...through financial and estate planning, investment management, and concierge private banking services...all on a best-of-breed platform. We took our 75 years of combined experience in banking and investments, and built a completely independent firm to provide you with the best financial life possible. We serve high net worth and ultra-high net worth families, foundations, endowments, charitable organizations and corporations, providing thoughtful advice through fully independent research, better tools, and relevant and timely personal communication from seasoned advisors. We built our firm to better serve you. Helping you build your sound legacy.

Answer:

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