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About Us

Our storyan Enduring Legacy

Founded in 2020, Strait & Sound was established to help successful families navigate the often turbulent "strait" of life’s financial transitions. Our name reflects the journey we guide our clients through: moving from the complex pressures of wealth accumulation toward the "sound" of sustainable, long-term stability.

Based in the Pacific Northwest, our firm is built on a foundation of kindness and professional servitude. We act as dedicated problem solvers for family stewards, providing the critical thinking and objective oversight necessary to help you coordinate your financial life across multiple generations.

Client-Focused Approach

We aim to care for our clients more than almost anyone else in their lives. Our servitude-led model focuses on your family goals first, ensuring every strategy is personalized to your unique situation.

Investment Capabilities

We approach wealth management with a mentor’s perspective, using logic and experience to solve complex puzzles. Our goal is to provide sophisticated strategies for tax, estate, and portfolio management.

Community and Values

Professionalism and culture are the cornerstones of our brand. We lead from the heart in everything we do, maintaining a climate of servitude for our clients, our staff, and our community.

Who We Are Our Commitment

We believe that wealth management is most effective when it is rooted in trust and disciplined analysis. Our commitment is to act as your most trusted advisor, helping you manage the responsibilities of wealth so you have the freedom to focus on your family. We focus on delivering results through critical problem-solving and a constant dedication to your long-term success.

Meet The Team Our Team of Dedicated Professionals

Cory Baer

Cory Baer

Chief Business Development Officer, Founder

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Todd Sixt

Todd Sixt

Chief Executive Officer, Founder

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Gil Wiseman

Gil Wiseman

Wealth Advisor

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Daniel Wu

Daniel Wu

Senior Wealth Advisor

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Daniel Barnes

Daniel Barnes

Director of Wealth Management, Founder

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Ping Guay

Ping Guay

Senior Wealth Advisor

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Mitch Freedman

Mitch Freedman

Wealth Advisor

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William

William "Bill" Romig

Chief Investment Officer

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Melanie Lee

Melanie Lee

Chief Compliance Officer

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Get In Touch Here!

If you are looking for a firm that treats your family’s goals as their own, we invite you to start a conversation. Let us help you find the calm waters of a well-managed financial life.

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