Skip to the main content.
Sound Financial Strategies Group
Sound Financial Strategies Group
  • Services
    • Financial Planning
      • Process
      • Solutions
      • Resources
    • Investment
    • Retirement Planning
    • AT&T Retirees
  • About
  • Resource Center
    • Downloads
    • Articles
    • Client Updates
    • Books
      • Money By The Book
      • Failure & Success
      • Invest to Prosper
    • How We Define Terms
  • Contact Us
Schedule an Appointment
Schedule an Appointment
  • Services
    • Financial Planning
      • Process
      • Solutions
      • Resources
    • Investment
    • Retirement Planning
    • AT&T Retirees
  • About
  • Resource Center
    • Downloads
    • Articles
    • Client Updates
    • Books
      • Money By The Book
      • Failure & Success
      • Invest to Prosper
    • How We Define Terms
  • Contact Us
Facebook Linkedin YouTube

Regulatory Documents

Form ADV Part 2 (“Brochure”)

Form ADV Part 2B Brochure Supplement

SFSG Form CRS March 2025

WealthShield ADV

SFSG Form ADV Part 2A, Appendix 1

SoundFSG Privacy Notice

Sound Financial Strategies Group

Office Hours

Monday-Thursday
8:30 AM - 5 PM 

Friday
8:30 AM - 4:00 PM | Fri


999 Riverview Drive
Suite 201
Totowa NJ 07512


Toll Free: 877-462-3744
Fax: 601-856-1621
Phone: 601-856-3825

About
  • Our Team
  • Contact Us
Services
  • Investing
  • Retirement Planning
  • AT&T retirees
Learning Center
  • How We Define Terms
  • Articles
  • Podcast
  • Books
    • Money By The Book
    • Failure & Success
    • Invest to Prosper
FacebookLinkedInYouTube
  • SFSG Privacy Policy
  • Disclosures
  • Terms
  • Regulatory Documents

All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.

Investment Advisory Services offered through Sound Financial Strategies Group, LLC (“SFSG”), a Registered Investment Adviser. Certain representatives of SFSG are also Registered Representatives offering securities through APW Capital, Inc., Member FINRA/SIPC, 999 Riverview Drive, Suite 201, Totowa NJ 07512 (800)637-3211. SFSG and APW Capital are separate and unrelated companies.

Click here to view the relationship summary to APW Capital, Inc

SFSG is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. More information about Sound's Investment advisory services and fees can be found in its Form ADV Part 2 and/or Form CRS, which is available upon request.

Check the background of your financial professional on FINRA's BrokerCheck

© 2026 Sound Financial Strategies Group. All rights reserved.

Return to Top