SOUND Wealth Management Group Information

At Sound Wealth Management Group, we are acutely aware of the important role we play in our clients' lives and are committed to building prosperous, long-lasting relationships based on mutual understanding and focus. Our Disciplined Wealth Management Process starts with getting to know you and your family and leads to the development of a written strategic financial plan, or "blueprint", to help achieve your goals in a suitable manner. Once we have found your financial blueprint, SWMG will present specific investment recommendations to help achieve your goals - taking into account both historical capital asset pricing and the current economic environment. Our Managing Director, Gary Vescio, has earned an Accredited Investment Fiduciary (AIF) accreditation, holding us to the highest level of fiduciary responsibility - so you can feel confident and comfortable about the investments we make together. Furthermore, your assets will be held and cleared through Janney Montgomery Scott, LLC - one of the oldest financial institutions in the United States. Having a well-structured plan with a trusted team, such as SWMG, will provide a roadmap of action during difficult times and the sensible counsel needed to quiet the noise so that a sound mind can reign. For more information about Janney, please see Janney's Relationship Summary (Form CRS) on www.janney.com/crs which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.