Broker Check

Sound Financial Group - Bothell, Washington

 

Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 
Ask clients, friends, colleagues and employees about Paul Adams and you’re likely to hear the same words over and over again. Integrity. Vision. Servant Leadership. Energy. Trust. Knowledge. Innovation.

Read more

Roy's unique blend of technical analysis, financial orchestration, and human connection enables his clients across the nation to build, enjoy, and bestow significant wealth aligned with their values and ambitions.

Read more

Craig Wien

Financial Representative

425-354-2906

425-354-2917

Craig grew up in an Army family and has lived all over the United States and internationally. He holds a BS in Engineering from Lehigh and an MBA in Finance from the Wharton School of Business. In his career he has been a CFO for an...

Read more