News
Next-Level Tax Strategies Delivered
Accelerating You Toward Complete Financial Independence Through Our Cutting-Edge Tax Minimizer© Program
Dateline: August 28, 2023, San Francisco, CA
At Strait & Sound, our mission is to empower clients to achieve complete financial independence, so they never have to worry about money again. Taxes play a huge role in how long this can take. The more you can mitigate taxes, the faster you can accelerate toward financial independence.
For clients who are already financially independent, taxes can be the single biggest source of financial frustration in their world. Tax mitigation strategies can make the difference between building net worth that will outlive them by multiple generations or passing a far smaller amount to heirs. Taxes are a burden and it makes no sense to pay more than your fair share.
Next-Level Tax Strategies Delivered
Accelerating You Toward Complete Financial Independence Through Our Cutting-Edge Tax Minimizer© Program
Dateline: August 28, 2023, San Francisco, CA
At Strait & Sound, our mission is to empower clients to achieve complete financial independence, so they never have to worry about money again. Taxes play a huge role in how long this can take. The more you can mitigate taxes, the faster you can accelerate toward financial independence.
For clients who are already financially independent, taxes can be the single biggest source of financial frustration in their world. Tax mitigation strategies can make the difference between building net worth that will outlive them by multiple generations or passing a far smaller amount to heirs. Taxes are a burden and it makes no sense to pay more than your fair share.
Please Welcome Mitch Freedman To The Strait & Sound Team
Emotional Intelligence And Complex Problem-Solving Define His Career
Dateline: June 30, 2023, San Francisco, CA
Strait & Sound is pleased to announce that seasoned wealth manager and CPA, Mitch Freedman, has joined our team. Mitch began serving clients in 1981 and has earned a stellar reputation for being a great listener and problem-solver for his clients. Mitch brings a CPA’s tax-mitigation mindset to client engagements. He pairs that with a strong understanding of the broader ways in which wealth management addresses a wide array of client concerns. But it’s his emotional intelligence that clients love and that has made him a standout in this field.
Please Welcome Mitch Freedman To The Strait & Sound Team
Emotional Intelligence And Complex Problem-Solving Define His Career
Dateline: June 30, 2023, San Francisco, CA
Strait & Sound is pleased to announce that seasoned wealth manager and CPA, Mitch Freedman, has joined our team. Mitch began serving clients in 1981 and has earned a stellar reputation for being a great listener and problem-solver for his clients. Mitch brings a CPA’s tax-mitigation mindset to client engagements. He pairs that with a strong understanding of the broader ways in which wealth management addresses a wide array of client concerns. But it’s his emotional intelligence that clients love and that has made him a standout in this field.
New EBook
10 Strategies For Mature Financial Advisors To Go Out On Top
Exit The Industry On Your Terms And Timetable
By Todd Sixt – Chief Executive Officer, Founder
For more than 20 years now, I’ve been privileged to be a coach, mentor, team leader and now CEO to hundreds of financial advisors. Over the years, I’ve seen hard-working, diligent and intelligent people endure the stress, the ups and downs and the psychological toil that are an inherent part of this industry. This is why it is incredibly sad to me that after so many years of toiling in this industry, the majority of people who exit it will not be happy. They will not go out on top. That’s just plain wrong and I’ve made it my mission to fix this problem.
New EBook
10 Strategies For Mature Financial Advisors To Go Out On Top
Exit The Industry On Your Terms And Timetable
By Todd Sixt – Chief Executive Officer, Founder
For more than 20 years now, I’ve been privileged to be a coach, mentor, team leader and now CEO to hundreds of financial advisors. Over the years, I’ve seen hard-working, diligent and intelligent people endure the stress, the ups and downs and the psychological toil that are an inherent part of this industry. This is why it is incredibly sad to me that after so many years of toiling in this industry, the majority of people who exit it will not be happy. They will not go out on top. That’s just plain wrong and I’ve made it my mission to fix this problem.
Please Welcome Daniel Wu To The Strait & Sound Team
Experience, Passion And Entrepreneurship Are His Trademarks
Dateline: October 18, 2022, San Francisco, CA
Strait & Sound is pleased to announce that seasoned wealth manager and entrepreneur Daniel Wu has joined our team. Daniel brings a wealth of experience for high net-worth families and business owners. He began serving private clients in 1995. Daniel relishes the opportunity to solve complex problems for his clients. He is such a great fit for the Strait & Sound brand because his mission, like ours, is to help his clients achieve complete financial independence.
Please Welcome Daniel Wu To The Strait & Sound Team
Experience, Passion And Entrepreneurship Are His Trademarks
Dateline: October 18, 2022, San Francisco, CA
Strait & Sound is pleased to announce that seasoned wealth manager and entrepreneur Daniel Wu has joined our team. Daniel brings a wealth of experience for high net-worth families and business owners. He began serving private clients in 1995. Daniel relishes the opportunity to solve complex problems for his clients. He is such a great fit for the Strait & Sound brand because his mission, like ours, is to help his clients achieve complete financial independence.
Strait & Sound Expands To Boise, Idaho As New Financial Advisor Joins The Team
Dateline: August 24, 2021, San Francisco, CA
Strait & Sound is pleased to announce that Gil Wiseman, a seasoned leader in the financial services industry, has joined our team. Gil will service affluent clients in the Boise, Idaho region of the United States.
Todd Sixt, co-founder and CEO, is pleased to welcome Gil to the team. “We’ve had our eye on the Boise market for quite some time,” states Todd. “We’ve been looking for a partner in that area who can help us serve high-net-worth families and individuals. We know the Boise market is different, with people who are looking for a different quality of life. I believe Gil Wiseman is the perfect fit to help us serve those clients. Gil knows the Boise area and the people. He gets the local culture. Gil also brings a maturity and a level of experience that we believe will make a real difference for those clients.”
Strait & Sound Expands To Boise, Idaho As New Financial Advisor Joins The Team
Dateline: August 24, 2021, San Francisco, CA
Strait & Sound is pleased to announce that Gil Wiseman, a seasoned leader in the financial services industry, has joined our team. Gil will service affluent clients in the Boise, Idaho region of the United States.
Todd Sixt, co-founder and CEO, is pleased to welcome Gil to the team. “We’ve had our eye on the Boise market for quite some time,” states Todd. “We’ve been looking for a partner in that area who can help us serve high-net-worth families and individuals. We know the Boise market is different, with people who are looking for a different quality of life. I believe Gil Wiseman is the perfect fit to help us serve those clients. Gil knows the Boise area and the people. He gets the local culture. Gil also brings a maturity and a level of experience that we believe will make a real difference for those clients.”
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