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About Sounding Line

Built for enduring relationships

Sounding Line brings personal attention, clear advice, and lasting continuity to your family’s financial life. Every relationship has a lead adviser, documented decisions, and independent custody.

Why I started Sounding Line

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

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.

Advice should be clear enough to question and practical enough to act on. You should understand the trade-offs, know who will carry out each step, and feel comfortable asking why.

Advice should be clear enough to question and practical enough to act on. You should understand the trade-offs, know who will carry out each step, and feel comfortable asking why.

Advice should be clear enough to question and practical enough to act on. You should understand the trade-offs, know who will carry out each step, and feel comfortable asking why.

I remain accountable for each client relationship, supported by clear responsibilities and the outside professionals each situation requires. As Sounding Line grows, I will add people and capabilities carefully, preserving the continuity and personal responsibility that led me to start the firm.

I remain accountable for each client relationship, supported by clear responsibilities and the outside professionals each situation requires. As Sounding Line grows, I will add people and capabilities carefully, preserving the continuity and personal responsibility that led me to start the firm.

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

Experience behind the firm

Private wealth perspective. Institutional investing discipline.

Before founding Sounding Line, Cooper Taylor advised high-net-worth families at Salem Investment Counselors and evaluated private-equity and venture-capital investments for the University of Michigan’s endowment. His earlier NFL career with the New York Giants shaped the preparation, discipline, and accountability he brings to 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

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.

Advice that stays with your family

You will always know who leads your relationship and what comes next. Clear responsibilities and documented decisions help preserve that continuity as your needs and the firm evolve.

Arrange an introductory call

Arrange an introductory call