Helping guide your wealth with sound investment advice, from one life stage to the next.
Your trusted financial advisor, navigating life’s financial opportunities together through sound investment advice that evolves as your life unfolds.
Who We Are
Learn More
Unlock Your Potential. Elevate Your Practice with SoundRidge Private Wealth. Join our team today.
For Advisors
Learn MoreOur Mission
Our mission is to help guide clients through a collaborative planning and investment process that inspires confidence and clarity. By harmonizing wealth with life’s goals, we help empower our clients to pursue their passions while building enduring financial stability.
Why Invest With Us
Your financial journey deserves a trusted associate to chart the course. With flexible, customizable solutions that grow with you through every chapter of your life, we provide sound investment strategies that help empower you to achieve lasting financial success.
We're Proud to Be Named to the 2025 Forbes Best-in-State Wealth Management Teams List (Formerly Battery Park Financial Partners at Janney Montgomery Scott)
See full list of winners: Forbes award page
2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). 11,674 wealth management teams were considered for the rating; 5,331 (45.66% of candidates) were named 2025 Forbes Best-in-State Wealth Management Teams. Fee paid for use of marketing materials. View Award Disclosures
Our Location
We’re conveniently located at the address below. Give us a call or stop by our office during business hours to schedule a meeting to discuss your financial future. By getting to know you and your financial outlook, we can begin charting an investment path toward your goals.
SoundRidge Private Wealth
