Sound Harbor Wealth Partners
Financial Service
Why pick this one
Sound Harbor Wealth Partners provides fiduciary financial planning and investment management in Wilmington, with CFP®, CIMA®, and Accredited Investment Fiduciary® credentials.
Best for
- clients seeking fiduciary financial planning
- clients needing portfolio or investment management
- clients seeking a broader financial plan beyond portfolio management
- clients seeking a Wilmington wealth advisor with CFP® and CIMA® credentials
Specialties
- fiduciary financial planning
- investment management
- wealth management using the Financial Compass approach
Certifications
- CERTIFIED FINANCIAL PLANNER®
- Certified Investment Management Analyst®
- Accredited Investment Fiduciary®
- SmartVestor Pro
What makes them different
- Brad Hudson was named to Forbes Best-in-State Wealth Advisors for North Carolina from 2019 through 2026
- The firm states that it has partnered with clients for over 20 years
- Brad Hudson completed the SmartVestor Pro qualification process
- The firm describes its financial planning approach as a Financial Compass covering multiple aspects of a client's financial journey
- Years in business
- 20
- Serves
- Wilmington
Distilled from this business's own website.
Contact & Location
- Address
- 5815 Oleander Dr Ste 320, Wilmington, NC 28403-4853
- Phone
- +19103997765
- Website
- https://soundharborwealthpartners.com
- SoundHarborTeam@RaymondJames.com
Services
- financial planning
- portfolio management
- investment management
- wealth management