Sonder Wealth Advisors

Sonder Wealth Advisors Simplifying complexity. Whether you are a small business, professional, or family, we can help you with your unique goals.

Understanding client wants and needs, transparent communication, and a comprehensive plan help to foster the relationship necessary to work towards our clients individual goals. We partner directly with professionals you already work with to ensure all pieces of your financial plan work in concert with your goals. We believe that honesty, integrity, and transparency are integral to maintaining the

trust of our clients and we meet with you at least semi-annually to update, review, and solidify your individual strategy. We have extensive experience involving Investment Management, Stock Options/Units, Trust & Estate Planning Services, Risk Management and Mitigation strategies and we partner with our clients CPA's and Attorney's to coordinate and implement solutions around tax-efficient Legacy and Succession Planning. Securities and advisory services offered through Commonwealth Financial Network®, Member https://www.FINRA.org/https://www.SIPC.com, a Registered Investment Adviser. The [Financial Advisor(s)] associated with this website may discuss and/or transact business only with residents of states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check BrokerCheck for a list of current registrations. Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security. Sonder Wealth Advisors 200 Executive Blvd, Southington, CT 06489 P: 860-703-9500

Please review our Terms of Use here: https://www.commonwealth.com/termsofuse.html

Even without children, estate planning is one of the most important financial decisions you can make. Read more about wh...
06/02/2026

Even without children, estate planning is one of the most important financial decisions you can make. Read more about why taking proactive steps now matters more than many people realize: https://bit.ly/4ew6Fis

Inspiration sparks new endeavors, consistent routine ensures long-term success.Motivation is useful for taking the initi...
05/26/2026

Inspiration sparks new endeavors, consistent routine ensures long-term success.

Motivation is useful for taking the initial, often hardest, step toward a goal. But habits are sustainable—they remove the need for willpower, making daily action effortless. When you work with Sonder we’ll start by helping you build small, manageable changes in your financial orbit that will help compound your success.

Answer? Technically yes, but less than you think. Swipe to hear more from .chad ➡️A savings account makes you money by p...
05/12/2026

Answer? Technically yes, but less than you think. Swipe to hear more from .chad ➡️

A savings account makes you money by paying you interest in exchange for letting the bank use your deposits for loans and other operations. But high-earners don’t leave cash sitting in savings, and here’s why:

* Current earning potential:
- Traditional Savings Accounts: The current national average is approximately 0.38% to 0.39% APY. For a $1,000 balance, this earns roughly $3.91 per year.
- High-Yield Savings Accounts (HYSA): These pay significantly more, but still not much—currently up to 4.00% to 5.00% APY. A $1,000 balance at 4% could earn about $40 per year.

* Inflation Risk: If inflation (currently around 2.9%–3.3%) is higher than your account’s interest rate, your money technically loses purchasing power, even though the dollar amount in the account is increasing.

* Taxes: Interest earned is generally considered taxable income and must be reported to the IRS.

* Variable Rates: Most savings account rates are variable, meaning they can change at any time based on market conditions or decisions by the Federal Reserve.

Reminder: Join us for the first annual Mother’s Day Sonder Stem Bar! We’re hosting a pop-up event with  tomorrow afterno...
05/07/2026

Reminder: Join us for the first annual Mother’s Day Sonder Stem Bar!

We’re hosting a pop-up event with tomorrow afternoon (Friday May 8th) for clients to stop buy and build a beautiful bouquet for themselves, or the important women in their lives. There’s still time to RSVP at the link!

https://lp.constantcontactpages.com/sl/ZyztZ9Q/sonderstembar

In economic news, the U.S. economy is feeling the squeeze of an aging workforce, and it’s already costing billions. Acco...
05/05/2026

In economic news, the U.S. economy is feeling the squeeze of an aging workforce, and it’s already costing billions.

According to a new economic analysis older workers are retiring earlier than expected, and the diminished workforce has resulted in a net $4.18B drag on annual gross domestic product growth, even after accounting for retirement spending. Follow the link below to see what this “Silver Exit” could mean for growth and what may help offset it.

https://bit.ly/3QEh2XE

SonderWealthAdvisors

Join us for the first annual Mother’s Day Sonder Stem Bar! Like every year around this time we’re looking forward to cel...
04/29/2026

Join us for the first annual Mother’s Day Sonder Stem Bar!

Like every year around this time we’re looking forward to celebrating all of the moms in our lives, and this time we’d like to invite our clients to the Farmington office to join us.

We’re hosting a pop-up event with the Friday before Mother’s Day (May 8th) for clients to stop buy and build a beautiful bouquet for themselves, or the important women in their lives. RSVP at the link below!

https://lp.constantcontactpages.com/sl/ZyztZ9Q/sonderstembar

04/22/2026

Earth Day is about thinking long term.

It’s the same mindset we bring to financial planning: focusing on sustainability, responsibility, and care for the future.��

Answer? Swipe to hear .kevin‘s take!  Many believe that successful investors can predict the peaks and troughs in the ma...
04/20/2026

Answer? Swipe to hear .kevin‘s take!

Many believe that successful investors can predict the peaks and troughs in the market. In reality, even professional managers with advanced algorithms struggle to do this consistently. 

* You Must Be Right Twice: Investors must correctly predict both when to get out and when to get back in, a feat rarely achieved consistently.

* Missing the Best Days: The biggest gains often occur immediately following major declines. Sitting in cash during these moments can cause you to miss significant, swift market recoveries. Missing just the 10 best trading days over 20 years can cut total returns in half.

* Emotional Volatility: Market timing often leads to panic selling at lows and buying at highs, destroying investment value.

* High Costs: Attempting to time the market increases transaction costs and tax liabilities, reducing net returns. 



04/09/2026

Ever wondered who keeps Sonder running smoothly? Allow us to introduce ourselves!

Tax season looks backward.Tax strategy plans ahead.Filing tells you what already happened.Strategy determines what happe...
04/07/2026

Tax season looks backward.
Tax strategy plans ahead.

Filing tells you what already happened.
Strategy determines what happens next.

The bottom line is this: even if you’re not in time to change the outcome of this year’s return, the best time to make a change for next is right now. Reach out to set up time to go over a tax-optimized strategy for your personal situation.

Address

318 Main Street
Farmington, CT
06032

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