Sound Legacy Wealth Advisors Email Formats

Financial Services • Bellevue, Washington, United States • 1-10 Employees

Sound Legacy Wealth Advisors Email Formats

Sound Legacy Wealth Advisors uses 1 email format. The most common is {first initial}.{last name} (e.g., j.doe@soundlegacy.com), used 100% of the time.

Format	Example	Percentage
{first initial}.{last name}	j.doe@soundlegacy.com	100%

Key Contact at Sound Legacy Wealth Advisors

Joel Petersen

Managing Partner/Founder

Company overview

Headquarters	Bellevue, Washington, United States
Phone number	+14258006206
Website	soundlegacy.com
NAICS	52
Founded	2020
Employees	1-10
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About Sound Legacy Wealth Advisors

Sound Legacy Wealth Advisors, LLC is an independent, boutique, employee-owned financial services firm focused on your financial success…through financial and estate planning, investment management, and concierge private banking services…all on a best-of-breed platform. We took our 75 years of combined experience in banking and investments, and built a completely independent firm to provide you with the best financial life possible. We serve high net worth and ultra-high net worth families, foundations, endowments, charitable organizations and corporations, providing thoughtful advice through fully independent research, better tools, and relevant and timely personal communication from seasoned advisors. We built our firm to better serve you. Helping you build your sound legacy.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Employees by Department

Sound Legacy Wealth Advisors has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Sound Legacy Wealth Advisors has never raised funding before.

Sound Legacy Wealth Advisors Tech Stack

Discover the technologies and tools that power Sound Legacy Wealth Advisors's digital infrastructure, from frameworks to analytics platforms.

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Beaver Builder

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Microsoft 365

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JavaScript libraries

jQuery

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Akismet

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WordPress

Blogs

Frequently asked questions

Sound Legacy Wealth Advisors is located in Bellevue, Washington, US.

You can reach Sound Legacy Wealth Advisors at +14258006206.

Sound Legacy Wealth Advisors was founded in 2020, making it 6 years old. The company has established itself as a significant player in its industry over this time.

Sound Legacy Wealth Advisors has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Sound Legacy Wealth Advisors

Joel Petersen

Managing Partner/Founder

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