Bringing over 35 years of experience to the asset management business

SoundHaven Capital Management is a Registered Investment Advisory firm.

We offer solutions for Private and Corporate Clients.

Private Client

Our consultative view empowers our clients to express their priorities and together we guide the direction of their finances. We offer customized solutions which are dynamic as time goes by and priorities evolve.

We strive to be a resource for those who desire comprehensive guidance towards - Assessment of Assets (including stock options) and Projected Future Values including systematic and periodic additions; Sources of Income including future income sources such as social security and pensions; Expenses and expense projections; and many other variables. Our planning assistance aims to provide a blueprint for preparing for major life events such as home purchases, educational expenses, and retirement.

Our implementation of solutions generally includes offering broadly diversified investment portfolios, typically including investments in stocks and bonds, as well as alternative markets often including real estate, and other investment categories. While we do not give tax advice, we are aware of certain tax advantaged investment strategies and will consult alongside our client’s tax professionals.

Corporate Client