map, foreign coins, compass, old photos, and compass drawing tool

Welcome

At Soundside Wealth Advisors, our advisors help clients make smart decisions about money so that they can focus on what's important to them. Our mission is to help provide our clients with the comfort and confidence they’ll have the retirement they wish for. It's our goal to be the go-to partner on your financial journey…the trusted advisor that you can turn to for objective advice on anything financial, helping to ensure that you have the lifestyle that you’ve envisioned for yourself and your family.

As a CERTIFIED FINANCIAL PLANNER™ professional, I am qualified to help you navigate through an ever more complicated environment and keep you on track regardless of the economic situation we find ourselves in. Our professionals specialize in Comprehensive Financial planning and Investment Management and as a CFP® professional, I’m constantly “sharpening the saw” through ongoing and required continuing education. As a CFP® professional, I’m also bound by a fiduciary standard, so you can be assured your needs will always come first.

Securities are offered through Raymond James Financial Services, Inc., an affiliate of Raymond James and Associates, Member New York Stock Exchange. Raymond James is committed to bringing us industry leading research, back-office support and the technological platform so that we can, in turn, provide it to you, our only focus. Soundside Wealth Advisors and Raymond James Financial Services are independent entities.

An Interview Jon Kagan