Sound Asset Management Inc
Sound Asset Management Inc., located in Yorkville, IL, is a fee-only investment management firm dedicated to helping clients develop personalized financial plans that align with their long-term goals. Their advisory services encompass a wide range of areas, including retirement planning, financial management, tax strategies, and college planning, ensuring a holistic approach to achieving peace of mind and financial security.
The firm specializes in managing high-net-worth portfolios and offers expertise in traditional investment vehicles such as IRAs, stocks, bonds, and mutual funds. Founded by industry professionals, Charles Meeder CPA and Greg Rutherford CFP, Sound Asset Management Inc. strives to adapt to clients' evolving life circumstances while keeping their financial dreams in sight.
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