And no two stories are alike. Every aspect of our financial services is custom-designed for each unique need and objective our clients possess.
Our clients are like family to us. We believe that truly holistic and quality advice can only come from a deep understanding of our clients and their important relationships, values and dreams. We pride ourselves in the trustworthy, empathetic approach to our professional services.
Sonder has no outside shareholders or proprietary investment products to which we must be loyal. We are a fee-only business, squarely aligning our success with the success of our clients. Our culture puts our clients’ best interests first at all times – holding ourselves to the highest fiduciary standard.
There is no algorithm that can adequately address unique investor needs and attitudes. Only experienced investment and market discernment, along with a deep understanding of our clients’ needs and values will allow us to provide thoughtful, careful financial stewardship, and help to achieve superior goals-based results within the appropriate risk parameters.
From low investment product fees, competitive advisory fees, and an aversion to incurring more income tax than is absolutely necessary, we believe our clients should keep more of what they’ve earned to help reach future goals.
With over 30 years of experience, Sonder Wealth provides high-quality, high-touch holistic, independent, and unbiased financial advisory and investment management services to families, business owners, and non-profit organizations. In concert with your other advisors, Sonder Wealth can address the entire spectrum of challenging financial issues you may be facing today. From growing to preserving wealth, funding higher education and retirement, transitioning your business or leaving a legacy, Sonder has the professional services to design a plan for the road ahead. Click below to learn more about how we can help you.
Founded by a premier brokerage firm that was started in 1982, Mutual Advisors has an extensive record of knowledge and success servicing advisors.
They are an SEC Registered Investment Adviser with the primary purpose of providing Sonder Private Wealth Management, and firms like Sonder, with the regulatory framework, compliance oversight, asset management solutions, and technology excellence needed to support top-tier wealth management solutions to Sonder’s clients.
Mutual Advisors LLC is a collective of specialists who are ready and able to serve Sonder Private Wealth Management’s needs. They are committed to crafting personal solutions, highly specialized models, and practice management tools for growth and quality of services for Sonder and her clients.