PURPOSEFUL PLANNING
Whatever the purpose of your wealth, our disciplined discovery and investment process will tailor your portfolio to match your goals, values, risk tolerance, and income needs.
Learn more about our services.
EQUITY COMPENSATION
Financial Planning
Making better financial decisions around equity compensation and deferred compensation requires you to understand how they work, the concentration risk, and the taxes involved.
ONGOING
Financial Planning & Investing
Comprehensive and ongoing financial planning for your long-term future. Sona Wealth will cover all aspects of your financial picture from investments to tax planning.
ONE-TIME & SUBSCRIPTION
Financial Planning
One-time financial plan to assess where you are now, and where you should be headed. We’ll help you create a plan for your future.
