Below you will find documents that allow you to better understand SONA Wealth Counsel Inc. and how we interact with our clients.
Please review the Relationship Disclosure Document to learn more about SONA, how we interact with our clients, our roles and responsibilities and the parties involved in the day-to-day management of our clients' assets.
Please review the Conflicts of Interest Disclosure Document to understand
the conflicts of interest that arise or may arise between SONA and our clients, how we identify and respond to conflicts of interest in a client’s best interest and how we tell clients about them.