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Investment Management
How Does Sona Add Value?

Every client’s financial journey is unique. Sona’s goal is to make this journey well-balanced and purposeful by aligning the client's resources, including their investments, with their needs, values, and goals.

Your investments, pensions, and Social Security are the engine driving your financial car. They get you to where you want to go. With proper investment management, given your goals, you will have a smoother ride and possibly get to your destination sooner.

Sona's founder, Mark Struthers, has held the CFA (Chartered Financial Analyst) designation for 20 years and will tailor your portfolio to your unique personal profile, needs and your goals.

We balance risk and return for all your pyramid levels.

We balance your willingness and ability to take on risk and the return needed to meet your goals to help you sleep at night.

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Start Planning For Your Future.