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Sound Generational Wealth Employee Directory

Financial ServicesConnecticut, United States2-10 Employees

Sound Generational Wealth operates as a small financial services firm based in Guilford Center, Connecticut. It provides guidance akin to a family office, coordinating numerous aspects of clients' financial lives for individuals aiming for enduring success and families planning across generations. Its offerings include refining investments, coordinating taxes, shaping estate plans, and managing FAFSA tasks to ensure financial decisions move with life events. All securities and advisory services are conducted through LPL Financial, a registered investment adviser and broker-dealer that is a FINRA/SIPC member. A note clarifies that third-party posts do not reflect LPL Financial's views.

Find Sound Generational Wealth employees' phone numbers or email addresses

Sound Generational Wealth Global Highlights

Location
Employees

North America
7

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  • United States Of America
    7

Sound Generational Wealth's Leadership

  • Stylized image of a person
    R. B.
    Founder
  • Stylized image of a person
    W. D.
    Founder

Sound Generational Wealth Employee Metrics

100%
50%
0%
2026
2025
  • Business
  • Other

Contact profiles from Sound Generational Wealth

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    R. B.
    Founder
    Oct 17, 2024
  • Stylized image of a person
    W. D.
    Founder
    Oct 16, 2024

Frequently Asked Questions

What is Sound Generational Wealth known for?

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Sound Generational Wealth was founded in 1969 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore Sound Generational Wealth's company overview page for more information.

What is Sound Generational Wealth's most common email format?

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Sound Generational Wealth employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Sound Generational Wealth email formats with LeadIQ.

How many employees does Sound Generational Wealth have currently?

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Sound Generational Wealth has approximately 7 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Sound Generational Wealth's key employees and leadership?

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As of August 2026, Sound Generational Wealth's key employees include:

  • Founder: R. B.
  • Founder: W. D.

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