Sounding Line Wealth Management, LLC

Sounding Line Wealth Management is an independent registered investment advisor founded in June 2026 and based in Durham, North Carolina. The firm is led by Cooper Taylor and focuses primarily on ongoing portfolio management services tailored to each client's individual goals, time horizon, and risk tolerance. Sounding Line Wealth Management creates a personalized investment policy statement for every client and maintains the authority to make trades on their behalf without asking first. The firm's investment approach incorporates a variety of methods, including fundamental analysis, technical analysis, modern portfolio theory, and quantitative strategies, while utilizing mutual funds, individual bonds, real estate investment trusts, stocks, exchange-traded funds, commodities, and venture capital funds. Sounding Line Wealth Management operates as a legally required fiduciary, meaning they are bound to put client interests first and avoid conflicts of interest. The firm does not participate in bundled fee programs and maintains no account minimums for its services.