Skip to main content

About Sounding Line

Built for enduring relationships

Sounding Line is designed as a durable private-client firm: senior attention, documented decisions, independent custody, and a clear lead relationship for every family.

Experience behind the firm

Private wealth perspective. Institutional investing discipline.

Before founding Sounding Line, Cooper Taylor advised high-net-worth families at an established registered investment adviser and evaluated private-equity and venture-capital investments at the University of Michigan Investment Office. His earlier NFL career shaped a standard of preparation, discipline, and accountability that still defines the firm.

Purpose

Purpose

Purpose

Every recommendation tied to a plan

Every recommendation tied to a plan

Patience

Patience

Patience

Decisions measured in years, not quarters

Decisions measured in years, not quarters

Experience

Experience

Experience

CFA® charterholder · Private wealth advisory · Institutional investing

CFA® charterholder · Private wealth advisory · Institutional investing

What guides us

Principles before products

Independence

Independence

Independence

No parent bank, no fund family, no hidden incentives. Our only obligation is to you.

No parent bank, no fund family, no hidden incentives. Our only obligation is to you.

Patience

Patience

We measure success in decades, not quarters — and we never confuse activity with progress.

We measure success in decades, not quarters — and we never confuse activity with progress.

Candor

Candor

Plain language, honest trade-offs, and a plan you can explain to your family.

Plain language, honest trade-offs, and a plan you can explain to your family.

Our Commitment

We stay oriented to what matters, so your family can move forward with confidence.

Founder letter

Leadership that stays close to the work

Leadership that stays close to the work

Cooper Taylor, CFA®, Founder of Sounding Line Wealth Management

Why I started Sounding Line

Why I started Sounding Line

Why I started Sounding Line

Cooper Taylor, CFA® · Founder

I started Sounding Line to build the advisory firm I would want my own family to hire: one that understands the full picture, gives direct advice, and stays involved when decisions move from a plan into real life.

I started Sounding Line to build the advisory firm I would want my own family to hire: one that understands the full picture, gives direct advice, and stays involved when decisions move from a plan into real life.

I started Sounding Line to build the advisory firm I would want my own family to hire: one that understands the full picture, gives direct advice, and stays involved when decisions move from a plan into real life.

Before founding Sounding Line, I advised high-net-worth families at Salem Investment Counselors and evaluated private-equity and venture-capital investments for the University of Michigan’s endowment. My earlier NFL career with the New York Giants shaped the preparation, composure, and accountability I bring to the work.

Before founding Sounding Line, I advised high-net-worth families at Salem Investment Counselors and evaluated private-equity and venture-capital investments for the University of Michigan’s endowment. My earlier NFL career with the New York Giants shaped the preparation, composure, and accountability I bring to the work.

Before founding Sounding Line, I advised high-net-worth families at Salem Investment Counselors and evaluated private-equity and venture-capital investments for the University of Michigan’s endowment. My earlier NFL career with the New York Giants shaped the preparation, composure, and accountability I bring to the work.

I believe advice should be clear enough to question and practical enough to act on. Clients should understand the tradeoffs behind a recommendation, know who is responsible for carrying it forward, and never wonder whether a product or sales incentive is influencing the answer.

I believe advice should be clear enough to question and practical enough to act on. Clients should understand the tradeoffs behind a recommendation, know who is responsible for carrying it forward, and never wonder whether a product or sales incentive is influencing the answer.

I remain accountable for each client relationship, supported by a documented service structure and the outside professionals each situation requires. The firm is designed to add capability deliberately without losing continuity, judgment, or personal responsibility.

I remain accountable for each client relationship, supported by a documented service structure and the outside professionals each situation requires. The firm is designed to add capability deliberately without losing continuity, judgment, or personal responsibility.

CFA® Charterholder · MBA, Indiana University Kelley School of Business · BSBA, University of Richmond

CFA® Charterholder · MBA, Indiana University Kelley School of Business · BSBA, University of Richmond

CFA® Charterholder · MBA, Indiana University Kelley School of Business · BSBA, University of Richmond

Senior accountability. Institutional discipline. Deliberate continuity.

A firm designed for continuity and accountability

Sounding Line pairs senior leadership with documented responsibilities, independent custody, and a defined service structure. Each family retains a clear lead as the firm’s capabilities deepen.

Arrange an introductory call