Protect, preserve, and grow your wealth for generations to come.
Providing confidence with experienced, personalized and holistic planning for all phases of life.
Our approach
Just like the families and businesses we serve, we understand the value of teamwork. We built our firm around a client-centric, team-driven and collaborative model. Sound Partners is a team of values-led financial professionals who create long-term relationships with individuals and business owners who value and want sound advice.
Meet our team
Comprehensive, lifetime financial planning
We believe in the power of linking generations together in a way that helps improve the lives of our clients and contributes to the well-being of our communities.
We meet you where you are.
With offices conveniently located throughout North Carolina, our team of professionals are ready for your call.
Our Services
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Business Planning
Fixed & Variable Annuities
Education Planning
Buy-Sell Plans -
401k & other Corporate Sponsored Plans
Estate Conservation Strategies
Deferred Compensation Programs -
Variable & Traditional Life Insurance
Life Insurance for Key Persons
Disability Income Insurance -
Asset Allocation Strategies
Estate Conservation Strategies
Buy-Sell Plans
You deserve the peace of mind that Sound Partners provides.
Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this website is not investment or securities advice and does not constitute an offer. For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.
Sound Partners is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.
PPG-5453094.1 (3/23) (Exp. 3/27)
The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors' affiliated life insurance carrier, coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact us at atretirement@equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@equitable.com.
For more information about Equitable Advisors, LLC you may visit equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively.