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Sound Foundation Wealth Advisors

  • Who We Are
    • Our Team
    • Our Golden Rule
    • Clarify. Inspire. Execute.
  • Your Foundation
    • Overview
    • Defining Your Objectives
    • Protecting Your Path
    • Vehicles For Success
  • Your Future
    • Overview
    • Preparing For Financial Independence
    • Strategic Diversification
    • Long-Term Success
    • Tactical Partnerships
    • What Is Your Legacy?
  • Specialties
    • Overview
    • Medical Professionals
    • Tech Professionals
    • Education Professionals
  • Current Clients
    • Account Access
    • Schedule a Virtual Meeting
    • Message Us
  • Blog
  • Contact

Your Foundation Defines

Your Future

Clarify. Inspire. Execute.


Learn About Our Process

How Can We Serve You Today?


Current Clients   Contact Us

Why Sound Foundation?

We are an independent firm that provides custom personalized advice and wealth management to each one of our clients and their families. We have no quotas, proprietary offerings, or other conflicts of interest that would inhibit us from working for your best interest for the long-term. We succeed when YOU succeed!

 

Purpose Statement

Our purpose is to change lives through providing a clear financial perspective, access to solutions, and the execution and management of our client’s financial future.

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Our Golden Rule

We treat our clients how we would want to be treated!

No quotas, no proprietary offerings, no corporate interests. Just objective custom advice and management in your best interest!

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Clarify. Inspire. Execute.

Clarify: Bring your current situation and future potential into focus.

Inspire: Creating a pathway that is actionable, intentional and designed exactly for you.

Execute: Implement, monitor, and adjust your plan in order to make sure your finances are working as hard as possible to accomplish your goals.

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Your Foundation

A sound foundation is critical to the success of any endeavor.

 

Defining Your Objectives

Helping you establish financial goals with the purpose of accomplishing financial independence for you and your family.

 

Protecting Your Path

Creating an efficient and budget conscious plan to protect you and your family against the unexpected.

 

Vehicles for Success

Familiarize yourself with strategies, portfolios, and investment options that address your need to grow and preserve your wealth.

Your Future

Your Future

You now have clarity on your current situation and the options to achieve your goals. So what are the next steps? Making efficient, smart decisions and implementing your optimal strategy going forward.

Your Future - Details

 

Preparing For Financial Independence

We are your advocate as we help bring perspective and guidance to the many financial decisions in your life.

 

Strategic Diversification

Understand true diversification and the power that a well-constructed portfolio and plan have in assisting you in accomplishing your goals. Learn how we can manage risk efficiently in order to give you an advantage.

 

Long-Term Success

Achieving financial independence requires the ability to maneuver life’s many variables. Having an advocate that can objectively reassess your strategy and investment decisions as changes occur is invaluable!

 

Tactical Partnerships

We work with many local trusted experts in various fields as we build our clients a comprehensive plan for accomplishing financial independence.

 

What Is Your Legacy?

Your legacy will reach far beyond you. We want to empower you to impact others.

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Meet Our Founders

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Nathan C. Downs, AIF®, CRC®, MBA

Accredited Investment Fiduciary ®
Certified Retirement Counselor ®
Wealth Advisor

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Nathan C. Downs, AIF®, CRC®, MBA

Phone: 360-560-4715

Email: Nathan@SoundFoundationWA.com

As an independent financial advisor, Nathan provides exceptional service and personal attention to all of his clients. His commitment to excellence is illustrated in how he incorporates investments within a carefully crafted personalized plan in order to provide each and every client the opportunity to accomplish their financial goals. Nathan takes the time to understand his clients in order to help them set realistic goals and understand how those goals can be achieved.

Nathan is an Accredited Investment Fiduciary® and a Certified Retirement Counselor® and believes in aligning his client’s success with his own. Working as a fee based advisor without quotas or proprietary product offerings, he is able to provide objective management services with the client’s best interest at heart.

He has many specialties that allow him to work with a broad range of clients. One area that he focuses on is helping client’s manage and improve the performance of their 401k’s and 403b’s. It is important to wisely oversee these essential building blocks of a sound financial future.

Nathan is passionate about providing his clients with the best service, information, investments and plan available. Client’s needs, investment strategies, and market environments are always changing, but Nathan’s ongoing management and commitment to each client helps them navigate these changes successfully.

 

Bio
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Cory T. Thomas, CPFA®

Certified Plan Fiduciary Advisor®
Wealth Advisor

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Cory T. Thomas, CPFA®

Phone: 360-903-5301

Email: Cory@SoundFoundationWA.com

Cory Thomas is adamant that his client relationships are marked with integrity and transparency.  He believes that everyone should be aware of and have access to the advice that has historically been reserved for the 1%.  Cory has taken a special interest in working with people involved in the tech industry, showing them how to maximize their current employer benefits in ways that many are unaware of.  

As a Certified Plan Fiduciary Advisor® Cory has the unique ability to help employees take advantage of the fiduciary obligations that their employer has to them in regard to their retirement plan.  For employees, this can mean accessing more diversified investment options, better retirement readiness and increased understanding on how to maximize the benefits available to them.

Cory is happily married to his wife Michele and has three beautiful children, Cannon, Eden and Esther.  Cory is very involved in his local community & church and is passionate about positively shaping the culture around him.

 

 

Bio
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Ben Hurst

Life Insurance & Disability Insurance Specialist

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Ben Hurst

Phone: 206-854-6406

Email: Ben@SoundFoundationWA.com

As a husband and a father, I know the importance of life insurance and the peace of mind it brings. I also understand how crucial it is to a healthy financial plan. Integrating an affordable life insurance policy into my financial plan allows me to live at ease knowing my family will be financially secure if I pass away too soon.

Bio
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Jenny Louvier

Director of Operations

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Jenny Louvier

Phone: 425-988-3585

Email: Office@SoundFoundationWA.com

Jenny plays an integral role in the experience and success of our clients. She is passionate about helping each and every person accomplish their goals. From efficient management of our internal systems, assisting in the efficient transition of new clients, and helping us maintain timely communication with our existing clients, Jenny handles a wide variety of roles. Jenny has experience in finance and understands the importance of attention to detail and thoroughness. She is responsive to client needs and cares about making the logistics of our office run smoothly and efficiently. When she isn’t at the office, Jenny enjoys spending time with her husband of 15 years, managing their 4 kid’s soccer teams and leading the Women’s Ministry at her church.

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Rachel Dooley

Client Service Specialist

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Rachel Dooley

Phone: 425-988-3585

Email: Office@SoundFoundationWA.com

Rachel is an important part of Sound Foundation Wealth Advisors. She works with our clients in preparing documents, processing, and following up with service requests. She also helps to run client interactions and information on social media, our newsletter and website. Rachel enables us to better track, monitor and stay in constant communication with our clients. She also assists clients in answering questions when they call or email our office. Her dedication to integrity, honesty, and hard-work guide her in her decision making and adds amazing value to our client’s financial well-being.

Bio

Latest Blog Posts

Avoiding Bad Financial Decisions
Sep 05, 2019 by Sound Foundation

Managing finances properly is mainly common sense. While we’ve all made financial mistakes, most of those mistakes are easily rectified, particularly when promptly corrected. However, there are some financial decisions that can be much harder to recover from. Here are just a few of them:

  • Spending more than you make. This usually occurs when overusing credit cards. The temptation is there, particularly for those fresh out of college, to use credit cards to pay for...
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Getting the most out of a 529 Savings Plan
Aug 15, 2019 by Sound Foundation

A college education, while a worthy achievement, does not come cheaply. Forbes has estimated that the price of a college education has increased 8 times faster than wages, making it a struggle for even upper middle-class families. When factoring in the cost of tuition along with room and board, books, and living expenses, a college education can quickly become an unaffordable luxury. Unfortunately, this increase in tuition has also led to an increase in student loans, as more potential...

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Saving Money VS. Paying Off Debt
Jul 03, 2019 by Sound Foundation
 
 
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Contact Us

We would love to hear from you!

Phone: 425-988-3585

Email: Office@SoundFoundationWA.com

14205, SE 36th Street, Floor 100., Bellevue, WA 98006

Schedule a Virtual Meeting

"Your Foundation Defines Your Future"

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Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC to residents of AK, AZ, CA, OR, TN, TX & WA.  Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.  Sound Foundation Wealth Advisors and Cambridge are not affiliated.

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