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Soundmark Wealth Management

The Coffeehouse Investor is a nonprofit web site dedicated to helping investors build wealth, ignore Wall Street and get on with their lives. However, many investors who come to this site and embrace this simple and profound investment philosophy come to the conclusion that they are better off working with a professional asset management company when building and maintaining long-term investment portfolios.

Soundmark Wealth Management, LLC provides wealth management services to its clients through integration of a diversified ‘passive asset class’ philosophy using primarily institutional class index funds. Soundmark’s services are intended for individuals who want to have their portfolios managed in accordance with the principles of Modern Portfolio Theory.

For further information, please e-mail Bill Schultheis at bschultheis@soundmarkwealth.com or call 425-820-1769.

In accordance with SEC regulations, Soundmark Wealth Management, LLC will not conduct business in any state unless the advisor is registered in the given state or qualifies for an exemption.