About SoundHaven Capital Management

SoundHaven Capital Management, an SEC Registered Investment Advisory firm, leverages the 36+ years of industry experience of its founder, and a dedicated team committed to partnering with clients to clearly define and pursue their financial goals.

Financial Planning

We offer comprehensive financial plans which include: assessments of all client assets and projected future values including systematic and periodic additions; all sources of income including future income sources such as social security and pensions; expenses and expense projections; and many other variables. These plans can provide a roadmap for preparing for major life events such as home purchases, educational expenses, legacy planning and of course retirement.

Portfolio Management

We offer broadly diversified investment portfolios spanning the world's capital markets, typically including exposure to U.S. and international stocks and bonds, as well as alternative markets including real estate, commodities, and other investment categories designed to complement each other.

Business Retirement Solutions

SoundHaven offers a comprehensive package of retirement plan services including employer‐sponsored retirement programs. SoundHaven's open architecture approach allows customization of retirement solutions for each client, addressing optimal plan design, investment choices, recordkeeping, administration, and participant education. SoundHaven's goal is to be a strategic partner, delivering an integrated package of retirement solutions to the business community.