Soundmark Wealth Management, LLC

Soundmark Wealth Management, LLC, established in 2008 by Bill Schultheis, is a registered investment advisor offering tailored investment supervisory services through written Investment Management Agreements. Services include asset management, financial planning, and advice on non-securities matters. Clients retain discretion over implementation decisions and may receive services such as retirement planning, trust and estate planning, and risk management. The firm manages approximately $411 million in client assets on a discretionary basis, charging fees based on a tiered structure. Fees are typically deducted quarterly from client accounts. Soundmark Wealth Management employs a buy-and-hold strategy, utilizing diversified, passively managed funds. The firm follows Modern Portfolio Theory for investment analysis and emphasizes risk management. Clients include individuals, trusts, pension plans, foundations, and endowments. The firm does not engage in directed brokerage and does not vote proxies for client securities. Soundmark Wealth Management maintains strict confidentiality and privacy policies, safeguarding client information and sharing only as necessary for service provision.