Our Services

Financial Planning

Building A Long-Term Strategy To Achieve Your Dreams

Financial Planning is the foundation of wealth-building. It is so important, in fact, that every Strait & Sound client receives their own unique financial plan, customized to their long-term goals. At Strait & Sound, we believe Financial Planning is an essential strategy for achieving complete financial independence – a top goal for nearly all of our clients. Given their importance, we’d like to take a few moments to explain how we develop and use financial plans.

Financial Planning

Building A Long-Term Strategy To Achieve Your Dreams

Financial Planning is the foundation of wealth-building. It is so important, in fact, that every Strait & Sound client receives their own unique financial plan, customized to their long-term goals. At Strait & Sound, we believe Financial Planning is an essential strategy for achieving complete financial independence – a top goal for nearly all of our clients. Given their importance, we’d like to take a few moments to explain how we develop and use financial plans.

Investment Management

Designing An Asset Allocation Strategy Aligned With Your Risk Tolerances

The world of investments has become more complex every year even as technology appears to have made things simpler. In an age of robo-advisors, you might be wondering why you should engage an actual human being for investment advice. At Strait & Sound, we believe investment management is a crucial service for achieving complete financial independence. Most people need an experienced investment expert to guide them on this journey. Here is why we say this.

Investment Management

Designing An Asset Allocation Strategy Aligned With Your Risk Tolerances

The world of investments has become more complex every year even as technology appears to have made things simpler. In an age of robo-advisors, you might be wondering why you should engage an actual human being for investment advice. At Strait & Sound, we believe investment management is a crucial service for achieving complete financial independence. Most people need an experienced investment expert to guide them on this journey. Here is why we say this.

Retirement Planning

Giving You A Clear Roadmap To Your Future

Retirement is a major milestone in the life of most people. But it’s also one of the single biggest stressors many people face. Why? Because retirement, today, is quite possibly more uncertain than it’s ever been in the history of this country. At Strait & Sound, we believe retirement planning is an essential service for achieving complete financial independence. We believe that a thoughtful and disciplined long-term strategy can help most people retire comfortably, where they never have to worry about money again, given a reasonable lifestyle.

Retirement Planning

Giving You A Clear Roadmap To Your Future

Retirement is a major milestone in the life of most people. But it’s also one of the single biggest stressors many people face. Why? Because retirement, today, is quite possibly more uncertain than it’s ever been in the history of this country. At Strait & Sound, we believe retirement planning is an essential service for achieving complete financial independence. We believe that a thoughtful and disciplined long-term strategy can help most people retire comfortably, where they never have to worry about money again, given a reasonable lifestyle.

Tax Strategy

Helping You Keep More Of Your Hard-Earned Money

Taxes of all forms are a top concern for our clients. Many of our high-net-worth clients view taxes as the single greatest source of wealth depletion. If you feel this way, you’re not alone. Most of our clients are located on the US West Coast where the cost of living is already high. But add state and federal income tax, property tax and sales tax and you have a trifecta of wealth draining factors.

Tax Strategy

Helping You Keep More Of Your Hard-Earned Money

Taxes of all forms are a top concern for our clients. Many of our high-net-worth clients view taxes as the single greatest source of wealth depletion. If you feel this way, you’re not alone. Most of our clients are located on the US West Coast where the cost of living is already high. But add state and federal income tax, property tax and sales tax and you have a trifecta of wealth draining factors.

Asset Protection Strategy

Creating A Perimeter Of Defense Around Your Wealth

Most of our clients work an entire lifetime to accumulate the assets they have today. These can include a primary home, vacation home, automobiles, collectibles of many kinds (like firearms, musical instruments, gold, antique furniture) and other items of high value. These types of assets should be protected from unjust seizure and accidental loss.

Asset Protection Strategy

Creating A Perimeter Of Defense Around Your Wealth

Most of our clients work an entire lifetime to accumulate the assets they have today. These can include a primary home, vacation home, automobiles, collectibles of many kinds (like firearms, musical instruments, gold, antique furniture) and other items of high value. These types of assets should be protected from unjust seizure and accidental loss.

Estate Plan Strategy

Aligning Your Wishes And Your Wealth

Estate plans are often thought of as a one-and-done event. Once an estate plan is built, you’re all set for life. At Strait & Sound, we know that’s not true. Why? Because a decade of life can change a lot of things. If it has been more than a decade since your estate plan was developed, the likelihood is very high that it no longer fully expresses your wishes. This could mean that everything you did to achieve complete financial independence might end up benefitting someone other than those you had in mind.

Estate Plan Strategy

Aligning Your Wishes And Your Wealth

Estate plans are often thought of as a one-and-done event. Once an estate plan is built, you’re all set for life. At Strait & Sound, we know that’s not true. Why? Because a decade of life can change a lot of things. If it has been more than a decade since your estate plan was developed, the likelihood is very high that it no longer fully expresses your wishes. This could mean that everything you did to achieve complete financial independence might end up benefitting someone other than those you had in mind.

Charitable Strategy

Making The Greatest Impact Possible For Your Legacy

At Strait & Sound, we believe that charitable giving is very important. This connects our clients with organizations and people who make their lives really meaningful. Charitable gifts are also an important part of leaving a legacy. They help guide a family’s values and sense of purpose, especially when parents model charitable behavior in front of their children. It is our goal to help your clients maximize their charitable gifts by making the best decisions possible. 

Charitable Strategy

Making The Greatest Impact Possible For Your Legacy

At Strait & Sound, we believe that charitable giving is very important. This connects our clients with organizations and people who make their lives really meaningful. Charitable gifts are also an important part of leaving a legacy. They help guide a family’s values and sense of purpose, especially when parents model charitable behavior in front of their children. It is our goal to help your clients maximize their charitable gifts by making the best decisions possible. 

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