Sound Advisory Group is a wealth advisory firm based in New Haven, CT, that works closely with clients to help them define their financial goals and develop a personalized strategy to achieve them. With a team of experienced advisors, they provide a range of services including financial planning, investment management, and brokerage services. Their commitment to communication, planning, and execution allows them to guide clients through life's challenges and help them realize their dreams, whether it's a comfortable retirement, education for their children, a lasting family legacy, or philanthropic endeavors.
Led by a team of senior partners and managing directors, including Stephen Fordyce, Sam DeGennaro, Robert J. Bowman, and Susan Lyon, Sound Advisory Group brings a wealth of expertise and experience to their clients. They offer specialized asset management programs, tax planning, business and retirement plan consulting, and best-in-class customer service. With a focus on building long-term relationships, Sound Advisory Group is dedicated to helping clients navigate the ups and downs of their financial journey and achieve their unique financial goals.
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