About Us
Independence
SFWA has valued being a truly independent firm since day 1.
The reason for this is simple. We demand the highest level of alignment and options for our clients. It is critical that we are structurally in tune with our goal of serving each and every client and household as a unique situation. We are not a franchise, we are not a pseudo local shop pushing a national sales agenda. We ARE deeply committed to providing a first class investment experience for each and every client.
Customization
We believe that no two clients are alike.
You have different goals, different opportunities, different jobs, and a different family than anyone else… and we believe that your investment portfolio and financial plan should reflect that. We do not send you to a pre-formulated questionnaire and expect you to choose between a list of cookie cutter portfolios.
We believe that a well diversified, objective based approach to creating a winning situation for you and your family is the best way to survive the unknown landscape of investing.
We understanding the role of risk management and how there are many aspects and types of risk that may be deployed to create a successful situation for you and your household.
Your custom plan is not stagnate! As your situation changes, the market changes, and the opportunities of investing in markets evolve… so does your portfolio. We constantly are in communication with you, with a pulse on investment options that may be beneficial to your situation.
Locations
SFWA has local offices across the country.
While we always enjoy local relationships with clients, we specialize in being accessible and serving clients in almost every state and as they travel or move.
- Boise, ID
- Vancouver, WA
- Charlotte, NC
- Durham, NC
- Nashville, TN
- Shrewsbury, PA
See What Our Clients Are Saying
Tanner MaahsJanuary 21, 2021Both Cory and Nathan are true experts in their fields. Each bring a unique skill set to all types of clients, and their success for their clients prove just that. I was skeptical at first of trusting a smaller size company with my assets. Like most people I assume large company with better marketing and branding on TV, Radio, Magazines, etc... must mean more dollars back for their clients, with less risk. Not the case, in fact I have found working with Sound Foundation that I am able to sit back and trust that my dollars are going to work every day with a better mindset than a large company with a huge overhead in staff and marketing budgets. If only I would have started my financial journey at an earlier age with these two!
Elizabeth DrafaeJanuary 21, 2021I have been working with Cory Thomas for several years now. I am amazed at the speed in which he responds to my questions and provides solutions to my needs. Cory is patient, detailed and what I admire most is his compassion and enthusiasm. After every email, text or phone call with Cory, I am left feeling supported, heard, understood.
Ian NasayaoJanuary 20, 2021My wife and I have been working with Cory for a number of years now. He has helped us plan for our future and current financial goals: anything from maximizing our retirement accounts to life insurance and buying a home. We meet with him approximately twice per year to check in, and anytime we have questions he is eager to help us any way he can. He is always professional and explains things to us in a way we understand. We feel very fortunate to be working with Cory!
Tuc LyDecember 18, 2020Love what Nathan has done with my investment. Very responsive and a pleasure to work with.
Trevor AmsberryNovember 7, 2018Nathan is personable, knowledgable, and honest. He is able to explain what can seem overly complicated in an easily understandable way. I love that he was able to tailor my financial plan to my specific goals. From my first meeting with Nathan I knew that his interests aligned with my own. He has the upmost integrity and that is why I decided to trust him with financial future.
Seth McCauleyAugust 27, 2018I have been using Cory Thomas' services for over 2 years now. He is extremely knowledgeable and very responsive. What I appreciate most is the time he takes to clearly explain any questions that I may have. He does it in a manner that is helpful, sincere, and never once talks over my head. I would highly recommend Cory if you're looking for an honest, hard working, detail oriented individual.
Coleman HoggAugust 14, 2018I love what they have done for me so far, specifically their financial advisor Cory Thomas. A very personable non-intimidating guy that communicates extremely well.
Eric ReutterJuly 12, 2017Nathan recently sat down with myself and a family member to discuss financial planning strategies for an individual close to retirement age. He spent well over an hour of his time answering our questions and going through various types of planning options. I was very impressed with his thoroughness and explanations of a variety of retirement planning strategies.
