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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.

“I’ve known Daniel personally and professionally for many years now,” says Todd Sixt, Strait & Sound CEO and Co-Founder. “I had always hoped we would have a chance to work together at the same firm. When the opportunity presented itself, I jumped at the chance. Daniel is not only a consummate financial services professional, he’s also a really great guy. I enjoy his company and I find our professional philosophies so aligned that it just felt like a perfect fit for our team,” stated Todd.

“I had been looking for an opportunity to join a firm where I had a bit more freedom to serve clients in a way that aligns with my values and vision,” said Daniel. “I’ve worked for some great companies in the past and have even launched my own businesses. But Strait & Sound gave me the opportunity to serve clients more wholistically, without being constrained to a particular platform or investment philosophy. My clients will really benefit from the kind of independence that embodies the Strait & Sound way.”

Strait & Sound is committed to helping our clients achieve complete financial independence, so they never have to worry about money again. Daniel Wu’s inclusion in our team is yet another step in that process. With his depth of experience, insights into complex problems and passion for getting the details right, he rounds out our already solid team and helps us perform even better. Please view Daniel’s profile here.

 

About Strait & Sound

Strait & Sound is a Registered Investment Advisory firm in the financial services industry. We provide comprehensive wealth management services to individuals and families seeking to achieve complete financial independence. Strait & Sound is deeply invested in our client relationships. The trust, admiration and loyalty our clients feel for us really defines who we are as a company. To build those kinds of relationships, we practice an intentional approach that is designed to uncover and address everything that concerns our clients regarding their wealth. Then we build a plan that is a customized combination of our seven key services.

We Provide Comprehensive Wealth Management Services For People Seeking Complete Financial Independence

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