About
Overview
BBB Accreditation & Rating
About This Business
Sound Trust Wealth Advisors, LLC are Wealth Managers for Sophisticated Investors; generally C Suite Executives, Attorneys and their families. With over 30 years of experience working with investors, financial planning and wealth management, we feel Sound Trust Wealth Advisors, LLC provides the depth of knowledge our clients deserve. We also have Life Insurance and Long Term Care Insurance certifications.
Dean Moberg is the founding member of Sound Trust Wealth Advisors, LLC where he advises individuals and institutions on their financial goals. He integrates comprehensive wealth management solutions tailored for each client.
BBB Accredited Since: 4/30/2021
Years in Business: 21
Photos and Videos
Business Details
- Local BBB:
- BBB, Connecticut
- BBB File Opened:
- 4/29/2021
- Business Started:
- 11/24/2004
- Business Incorporated:
- 11/24/2004
- Type of Entity:
- Limited Liability Company (LLC)
- Business Management:
- Mr. Dean Moberg, President
Additional Contact Information
- Principal Contacts
- Mr. Dean Moberg, President
- Customer Contacts
- Mr. Dean Moberg, President
- Social Media
Licensing information
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
Additional Information
- Other Resources
- Banking, CT Department of (DOB)
260 Constitution Plaza
Hartford CT 06103
Phone Number: 800-831-7225Insurance Department, State of CT (CID)
153 Market St
Hartford CT 06103
Phone Number: (860) 297-3900 - Business Categories
- Wealth Management, Financial Services, Life Insurance, Retirement Planning Services, Investment Advisory Services, Stock Brokers, Investment Management, Long Term Care Insurance, Business Plan, Pension and Profit Sharing Plans, Mutual Funds, College Savings Plans, Estate Settlement
BBB Business Profiles are provided solely to assist you in exercising your own best judgment. BBB does not verify the accuracy of information provided by third parties, and does not guarantee the accuracy of any information in Business Profiles. As a matter of policy, BBB does not endorse any product, service, or business. Businesses are under no obligation to seek BBB accreditation, and some businesses are not accredited because they have not sought BBB accreditation.
When considering complaint information, please consider the company's size and volume of transactions. Note that the nature of complaints and a company’s responses to them are often more important than the number of complaints. BBB Business Profiles generally cover a three-year reporting period.