Adele Brady Bolson has a long history of helping people achieve their financial and life goals. For more information, please read the pages contained in this website.
Sound Sense Money Management LLC is a registered investment adviser in the State of Washington. The adviser may not transact business in states where it is not appropriately registered, excluded, or exempted from registration. Individualized responses to persons that involve either the affecting of transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.
HISTORY AND PHILOSOPHY
Adele Brady Bolson began her CPA practice in 1979. In 2000, after two decades of helping her clients with tax and accounting matters, she became convinced that the financial services industry was failing her clients, and that she could offer her clients real help with financial investment matters.
Adele Brady Bolson, CPA, began her practice as a certified public accountant in 1979. She not only serves some of the clients who came to her firm in the early years, but now also helps their grown children!
OUR CLIENTS AND SERVICES
We provide advice on a variety of personal financial planning issues, including cash flow planning, risk management, retirement planning, investment planning, estate, gift, and wealth transfer planning, elder planning, charitable planning, education planning, debt management, planning for major purchases, and tax planning.