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Legal Disclaimer / Disclosures


Please read the entire TERMS AND CONDITIONS OF USAGE carefully before you use this website. If you do not agree to all these terms and conditions, do not access this website, or any of its pages. By using this website, and whether or not you actually read these terms and conditions, you are deemed to have accepted them.


Terms of Usage

Sound Wealth Partners is an investment adviser located in Gig Harbor, WA. Sound Wealth Partners and its representatives are in compliance with the current registration and notice filing requirements imposed upon SEC registered investment advisers by those states in which Sound Wealth Partners maintains clients. Sound Wealth Partners may only transact business in those states in which it is notice filed, or qualifies for an exemption or exclusion from notice filing requirements. Sound Wealth Partners' website is limited to the dissemination of general information regarding its investment advisory services to United States residents residing in states where providing such information is not prohibited by applicable law. Accordingly, the publication of Sound Wealth Partners' website on the Internet should not be construed by any consumer and/or prospective client as Sound Wealth Partners solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Furthermore, information on this Internet site should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Sound Wealth Partners. Any subsequent, direct communication by Sound Wealth Partners with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.


Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for your portfolio. All investment strategies have the potential for profit or loss and past performance is no guarantee of future success. Historical performance results for investment indexes and/or categories generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment-management fee, the incurrence of which would have the effect of decreasing historical performance results. Economic factors, market conditions, and investment strategies will affect the performance of any portfolio and there are no assurances that it will match or outperform any particular benchmark. Third-party rankings or recognition by rating services or publications are no guarantee of future investment success.


For information pertaining to the registration status of Sound Wealth Partners , please contact the United States Securities and Exchange Commission on their web site at and search for Fortitude Advisory Group L.L.C. Fortitude is Sound Wealth Partners SEC registered investment advisory firm. A copy of Sound Wealth Partners current written disclosure statement discussing Sound Wealth Partners' business operations, services, and fees is available from Sound Wealth Partners upon written request. Sound Wealth Partners does not make any representations as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Sound Wealth Partners' website or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users there of should be guided accordingly.


Disclaimer of Warranty and Limitation of Liability

The information, data and opinions on this website are provided “as is” and are provided without any warranty of any kind, either express or implied. Sound Wealth Partners does not warrant the accuracy of the information provided for any particular purpose and expressly disclaims any warranties of merchantability or fitness for a particular purpose. SOUND WEALTH PARTNERS WILL NOT BE LIABLE FOR ANY DIRECT, SPECIAL INDIRECT OR CONSEQUENTIAL DAMAGES, EVEN IF EXPRESSLY ADVISED OF THE POSSIBILITY OF SUCH DAMAGES, ARISING OUT OF OR IN CONNECTION WITH THE USE OF THIS WEBSITE.


Copyright and Restrictions on Use of Materials

This website is protected by applicable copyright law. If you download or print any information from this website, you agree that you will not remove or obscure any copyright or other notices or legends contained in any such information. You may not reproduce, transmit (by electronic means or otherwise), modify, link into or use for any public or commercial purpose any part of the Sound Wealth Partners. website without the express prior written permission of Sound Wealth Partners.


Modification of Terms and Conditions of Use

Sound Wealth Partners reserves the right to change, modify, add or remove portions of the Terms and Conditions of Use at any time. Accordingly, it is suggested that you review these terms periodically for changes. Use of this website connotes that you have accepted any changed terms.


Sound Wealth Partners Brochure & Privacy Statement

To download a copy of our Brochure, please click here.


Sound Wealth Partners is committed to maintaining the privacy of any nonpublic information that we obtain about you through your use of the Site. Except as may otherwise be required by law, we will disclose any such information to service providers of Sound Wealth Partners (to the extent permitted by law) and to third parties only to the extent necessary or appropriate for the effective management and administration of Sound Wealth Partners operations. Sound Wealth Partners will not sell email lists under any conditions.  To download a copy of our Privacy Statement, please click here, and to download a copy of our Customer Relationship Summary, please click here.

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