Get To Know Sound View
At Sound View Wealth Advisors, we spend time getting to know you and your family, so we understand what's most important to your future. Decades of individual experience have taught us that all families have financial blind spots, problems they don't even know exists.
Our expertise is in helping you identify and solve these problems, with the goal of producing positive outcome that align with your values and financial planning objectives.
We strive to recognize people’s tax, portfolio, and estate planning problems. Our job is to solve these problems and fit the puzzle pieces together so that our clients can achieve their goals.”
Kelly Bouchillon, CFP®
Senior PartnerFor us, it's a higher calling
To many this work is about numbers and the
markets. To our team, it's about serving our clients,
whose families we often counsel for generations.
Integrity, trust, and excellence are cornerstones of
our practice, and drive us every day to deliver for
our clients.
How we support your goals
Our primary role is serving as a fiduciary for our clients. This means that we work very closely with clients to help them build out a financial plan and then manage all aspects of that plan, including investment management and the services that help you enjoy your wealth.
Financial Planning
We help you buildout a financial plan of action and then manage all aspects of that plan.
Investment Management
Our open-architecture approach means we find the right solution for your unique investment needs.
Family Office Services
At the core of our work is providing personalized services and advice that help you enjoy your wealth.
Looking for a partner to help manage your wealth?
We look forward to learning more about you and your financial goals.