Who We Serve

Focusing On Clients We Love

At Strait & Sound, we love our clients, many of whom are mature family stewards who want to make smart decisions with their wealth. Most of our clients have come by their wealth the old-fashioned way, by hard work. Many of our clients are successful executives who have worked for decades, saved, lived within their means and invested. Other clients are classic savers, those who’ve managed to do well with limited means. Other clients are entrepreneurs who have taken on a lot of risk. Most of our clients will inherit, or already have inherited, wealth that they want to maximize for long-term results. 

Nearly all of our clients share one common goal—they want to achieve complete financial independence so they never have to worry about money again. To achieve this goal, they need a partner to help them build a long-term plan they can be confident in. They need to make the best decisions possible to retire comfortably, enjoy a reasonable lifestyle, pay for education for children and grandchildren, transfer wealth to the next generation tax efficiently and support the charities they admire. As family stewards, their wealth represents their ability to care for the ones they love. This is why it’s so important to them to be really smart with money.

If this sounds like you and your family, then it’s time talk. Just fill out the form below so we can have a conversation about your future.