Legal Disclosures

Soundmark Wealth Management, LLC Form ADV 2 (PDF document)
Soundmark Wealth Management, LLC Form Privacy Policy (PDF document)

Soundmark Wealth Management, LLC adheres to strict principals of client privacy. It is an SEC requirement to provide clients with an annual statement of privacy that outlines our policies and restrictions on the issues. This file can be printed.

Soundmark Wealth Management, LLC is registered and regulated by the U.S. Securities and Exchange Commission (SEC). The SEC requires that all clients and potential clients have access upon request a copy of Form ADV Part II that outlines important information about Soundmark Wealth Management, LLC, business methods, fees, professional qualifications and all other pertinent business information.