We are

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.

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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.

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  • Service
  • Trust
  • Advice
  • Communication

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.

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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.

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Insights & Perspective

Throughout the year, we share market insights and perspective that can help you navigate challenging market environments and planning decisions.

  • Article

Sound Perspectives

After reaching record highs in 2021, investment markets—at home and abroad—have experienced a challenging start to the new year

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  • News

Q4 2022 Market Update

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  • Event

Cybersecurity: How to Spot and Avoid Scams

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Looking for a partner to help you navigate life?

We’d value the opportunity to learn more about you and your objectives.

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