Sound Generational Wealth

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United States
Guilford, CT
Sound Generational Wealth

Personalized Financial Planning We aspire to be your trusted partner in creating generational wealth through comprehensive financial planning design.

At Sound Generational Wealth, our mission is to provide honest, fluent, and creative financial guidance tailored to each client’s unique needs. We strive to foster trust through transparent communication, intentional solutions, and a steadfast commitment providing sound financial advice. By prioritizing collaboration in client relationships and delivering measurable results toward client goals, we aim to bring financial peace and balance to all Sound Generational Wealth families and businesses. Our vision is to empower clients with peace of mind, financial freedom, and a legacy of prosperity through integrity, collaboration, and exceptional service.

10/06/2026

Today, our president, Meagan DeJesus, took time for her first mammogram—and we’re sharing this as a little reminder to make time for yourself, too. 💗

As a women-owned firm, supporting women’s futures is close to our hearts. That includes encouraging one another to prioritize our health, even when our calendars are full.

This Breast Cancer Awareness Month, consider checking in with your healthcare provider about the screening schedule that’s right for you.

To everyone affected by breast cancer, we’re thinking of you this month and beyond. 🎀

10/05/2026

The 2026 SGW scarecrow 🎃👻

Thank you karaotiswall !!

guilfordparksrecreation

09/29/2026

Our core values shape how we show up for our clients and for each other every day. They guide the conversations we have, the decisions we make, and the care we put into our work.

09/23/2026

We had a wonderful time at our regional LPL Women’s Conference in Boston! So many inspiring conversations with ambitious women (and also some great snacks) 🍫

09/14/2026

We're so grateful for the time that Nico, our intern, spent with us this summer!
His biggest takeaways were that wealth management is about much more than investments—it’s about understanding people, building relationships, and making complex information easier to understand. He also gained confidence, valuable real-world experience, and a growing interest in entrepreneurship. We wish him the best this school year! 🎓

09/08/2026

We love seeing this level of organization from our clients (especially in our new SGW binders)!!

09/01/2026

Your legacy deserves more than a junk drawer. Is everything in its place?

08/26/2026

Happy National Dog Day to our CBO (Chief Barking Officer)! You always know how to brighten our day 🐾😘💕

08/18/2026

Getting to attend LPL Focus 2026 in San Diego was such a wonderful experience! From the great information and beautiful views to meeting so many wonderful people, there was so much to take away.

Some favorite moments included hearing from LPL leaders, participating in the Focus on Women meeting, and making new connections along the way. And getting to see Carrie Underwood perform live was definitely a highlight!

So many great memories, new ideas, and meaningful connections came out of an incredible few days in San Diego. Thank you, LPL Financial, for such a memorable experience! lpl_financial

08/13/2026

Think a 529 plan can only be used for college tuition? Think again! 🎓

Depending on the expense and applicable requirements, 529 funds may also be used for qualified fees, books, supplies, technology, and certain room-and-board costs.

Understanding how your 529 plan can be used is an important part of making the most of your family’s education savings.

Address

135 Goose Lane
Guilford, CT
06437

Website

http://www.soundgenerationalwealth.com/

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