Independent advisory firm

Private wealth management, from decision through implementation

Sounding Line works with founders, executives, accomplished professionals, and multigenerational families to bring investments, liquidity, tax-aware planning, estate priorities, and major transitions under one accountable advisory relationship.

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CFA® CHARTERHOLDER · FEE-ONLY STRUCTURE · CUSTODY AT CHARLES SCHWAB

Private client operating brief

What the first 90 days produce

The sequence flexes around the decision in front of you. Each phase closes with a documented output, a named owner, and the next action already assigned.

WORKING DOCUMENT · UPDATED AS CIRCUMSTANCES CHANGE

0–30

Establish the complete picture

A consolidated balance sheet, liquidity view, priority list, and inventory of the people and documents already involved.

31–60

Set the financial architecture

An ordered plan for cash flow, portfolio policy, tax-aware actions, estate priorities, and the decisions that must come first.

61–90

Put approved decisions into motion

Implemented portfolio actions, coordinated professional follow-through, and a twelve-month decision calendar.

Consequential decisions

Where the work comes together

Liquidity and transition planning

A coordinated roadmap for business-sale proceeds, retirement, cash flow, concentrated wealth, and the decisions that follow.

Portfolio architecture

An evidence-informed investment strategy built around liquidity, taxes, time horizon, and the role each asset serves.

Professional coordination

We align financial decisions with your attorney, CPA, insurance professionals, trustees, and custodian without pretending to replace them.

Who we’re best suited for

Built for complexity. Selective by fit.

Multigenerational families

Families coordinating investments, estate priorities, tax considerations, philanthropy, and long-term stewardship across generations.

Founders and executives

Founders and executives navigating concentrated equity, business liquidity, succession, or another decision with lasting consequences.

Families in transition

Families approaching a business sale, retirement, succession, inheritance, or another major financial inflection point.

Professionals

Accomplished professionals with complex income, limited time, and a preference for one coordinated financial relationship.

The operating model

How the firm supports your family

Personal leadership is paired with explicit responsibilities, independent custody, and a documented record of decisions and next actions. The relationship stays personal without depending on informal handoffs.

Leadership

Cooper Taylor, CFA®, leads client relationships today and remains responsible for recommendations, communication, and follow-through.

Coordinated specialists

Your attorney, CPA, insurance professionals, trustees, and custodian work from explicit responsibilities and shared priorities.

Qualified custody

Client assets are held at Charles Schwab, an independent qualified custodian, rather than by Sounding Line.

Continuity

Plans, decisions, and next actions are documented so service remains orderly as Sounding Line adds carefully selected capability.

The Name

Measure carefully before moving forward

A sounding line was used to understand depth before a vessel advanced. Sounding Line is built around the same idea: measure what matters, move deliberately, and help families navigate complexity with confidence.

Common Questions

The essentials, answered directly.

The Next Step

Start with the decision in front of you.

We’ll discuss the decision, the people already involved, and what you need from an adviser. You will know whether the relationship is a fit and what happens next.

Arrange an introductory call