PEGGY GINDER

Peggy Ginder is currently registered to conduct business with residents of the following states: AK, AZ, CA, FL, GA, TX, WA... We believe success in managing wealth starts with a clearly defined plan. Using the most advanced, industry-leading planning tools available, we assist you in creating a Wealth Plan. This plan allows us to design a robust portfolio using asset allocation, which we believe is a vital component of portfolio design. Strategic asset allocation is essential to long-term portfolio growth and the mitigation of downside risk. In addition, the Wealth Plan also allows us to consider potential tax and estate planning needs to help accomplish your long-term goals... Our team adds a tactical "hands-on" approach to our client portfolios. The art of conducting due diligence on investment sectors, stocks and bonds is often outsourced to analysts throughout the industry. We take the time to conduct our own research and partner that with comments from analysts. Using almost 70..

Also known as: Sound Investment Group

Primary location: Bainbridge Island United States