Sound View Wealth Advisors

You are the reason we founded Sound View Wealth Advisors. After working at a large brokerage firm for many years, our team saw a need to do things differently. We chose to create an independent, family-centered practice, built on openness and transparency. Our firm is dedicated to client education and problem-solving, where our focus is your best interest. And the only people we answer to are you and your family.

Our independence enables us to offer a full range of services

As an independent investment advisory firm, we’re able to offer you access to a wide range of investment vehicles and a large pool of investment managers, introductions to a broad variety of high-quality lending sources and greater transparency around fees and costs. We’re also a fiduciary, which means we hold ourselves to a high standard of accountability and care.

Our goal is to help ensure your family’s sound future

At Sound View, we spend time getting to know you and your family, so we understand what’s most important to you. Decades of individual experience have taught us that all families have financial blind spots, problems they didn’t even know existed. Our expertise is in helping you identify and solve these problems, with the goal of producing positive outcomes that align with your values and objectives.

Once we have done our due diligence, we don’t just set goals and hand you a plan. We provide intellectual capital and professional counsel, actively guiding and educating your entire family, so together you can move toward the future you envision. You’ll have a comprehensive blueprint — a customized financial plan that’s uniquely tailored to your family’s needs, and that integrates all your key advisors, from your accountant to your lawyer.

For us it’s a higher calling

To many this work is about numbers and the markets. To our team members, it’s about serving our clients, whose families we often counsel for generations. Integrity, trust and excellence are the cornerstones of our practice, and drive us every day to deliver for our clients. We hope to have the opportunity to do the same for you.