Email: laurie.e.page@lpl.com
CALL NOW! (941) 932-4822
We Make A Difference
Our Objective Is Driven By Principle Before Profit.
Our mission is to enable and empower our clients in making good decisions toward achieving financial security and their family goals. Our service offerings are wealth management, financial planning, and investment management, which include: asset management, estate planning, investment products, life insurance, annuities, Medicare, employer-sponsored retirement plans, disability income insurance, and 529 education savings plan strategies.
The Sound Wealth Management brand is founded on the basic principle that if we do good in the world and do right by our clients, good will come back to us, as well. This may seem intuitive, but too often, we meet with clients who require financial repair because their personal goals were not a priority. The advisory team at Sound Wealth Management prides itself upon the ability to provide quality, personalized financial strategies to our individual and business clients.
Leading Our Advisory Team
Laurie E. B. Page, CSA®, AIF®
A very wise man once said, “if you do good in the world and do right by your clients, good will come back to you.” This is the basis for Laurie’s career in the financial services industry and her work with her clients every day. Having earned her Certified Senior Advisor (CSA)® designation, Laurie places the highest emphasis on the five Code elements of Competence, Honesty, Trustworthiness, Fairness, and Professionalism. With a passion for retirement, estate, and elder planning, Laurie brings a distinct professional edge to the table when working with her southern client base.
Bringing with her over a decade of financial experience, including mortgage banking, client service, and financial planning, Laurie holds her FINRA Series 7, Series 63, Series 65 through LPL Financial, Florida 215 Life and Health Insurance license and AIF® designation. A lifelong student of the arts, Laurie studied at Concordia University in St. Paul, MN, with a focus on music and broadcast journalism.
Raised in the Midwest with small-town values, Laurie and her husband, Ben, are delighted to call Florida’s picturesque Gulf Coast their home. When Laurie is not master planning for her clients, Laurie and Ben enjoy fun in the sun and playing host to friends and family.