At Sound View Wealth Advisors, we help you identify blind spots, find peace of mind, and live the life that you’ve worked so hard for.
Navigating Life, Together
Relatively speaking, investing is easy. Navigating life — and the challenges and opportunities that are part of it — can be the hard part. We help chart your course to financial well-being.
A Family Office For You
We go beyond financial planning and investment management to provide a truly boutique experience to the people that we serve. Said another way, we are a family office for wealth of all sizes, and we’d value the opportunity to learn about your priorities and objectives.See How We Serve
Invested In You
We don’t just invest in the market. We invest in you, your goals, and your dreams. When you work with Sound View, you can expect a team that is competent and is personally committed to your success. To us, that is what it means to be a fiduciary.See How We Invest
We Are Your Fiduciary
We are fiduciaries in all aspects of our work. This means we are legally and ethically required to put your best interest before our own. We are a partner, whose sole focus is your financial well-being.
Looking for a partner to help you navigate life?
We’d value the opportunity to learn more about you and your objectives.