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.
Meet Our Team
Jon Kagan, CFP®
Financial Advisor
Collin Kagan
Financial Advisor
Sandy Crow
Office Manager
Get to Know Us
Believe it or not, we love more than just crunching numbers.