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News & Events

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

May 05, 2026

Sound View Wealth Advisors and Coastal Care Partners to Host Seminar on Aging, Health and Wealth Planning

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April 15, 2026

Sound View Wealth Advisors Named to USA TODAY’s 2026 Best Financial Advisory Firms List

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February 26, 2026

Kelly Bouchillon Shares Market Outlook on Schwab Network’s The Watch List

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January 20, 2026

Managing Partner Featured in Investor’s Business Daily on Building Generational Wealth

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December 11, 2025

Managing Partner Featured in U.S. News & World Report on Talking to Children About Health, Finances and Estate Planning

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September 18, 2025

Senior Partner Talks Market Strategy on Schwab Network

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Disclosure: Investing involves the risk of loss, including risk of loss of principal invested, that clients must be prepared to bear. The information contained in this presentation is provided for general informational purposes only, and should not be construed as containing investment advice or as legal, tax or accounting advice. The description of the investment and due diligence processes contained in this presentation is provided for illustrative purposes only. Sound View does not assert that all steps described in this document are followed in all instances. Sound View or its supervised persons could potentially be compensated if clients use the credit, cash management or insurance services described in this presentation. For additional information, please refer to Sound View’s ADV Part 2A brochure. © Copyright 2026. Sound View Wealth Advisors. All rights reserved.