Dave has taken a personal interest in the overall financial planning and investment management for our family’s needs. He and his team took the time to fully understand our current needs and long term desires in order to establish an effective fi… read more
Bruce and Diana McCullagh
What sets my relationship with Sound Financial Strategies apart from that I had with other financial advisors, is the fact that their approach is an honest approach that focuses on building trust, rather than simply looking at products or solutions. … read more
HollisWealth® is a trade name of Investia Financial Services Inc. and HollisWealth Insurance Agency Ltd. Mutual Fund products provided by HollisWealth are provided through Investia Financial Services Inc. Insurance products provided by HollisWealth are provided through HollisWealth Insurance Agency Ltd. Sound Financial Strategies Inc is an independent company unrelated to HollisWealth and Investia Financial Services Inc. Investia Financial Services Inc. companies have no liability for Sound Financial Strategies.
The particulars contained herein were obtained from sources which we believe are reliable, but are not guaranteed by us and may be incomplete. The opinions expressed are those of the advisor alone and not those of HollisWealth. This website is not deemed to be used as a solicitation in a jurisdiction where this HollisWealth representative is not registered.