Getting Started

      Are you someone we can serve well? We want to connect you with one of our Financial Life Planners so that we can better understand you, your goals, needs, and resources; and answer any questions you have about SoundView Advisors. Together, we can determine what the best way forward is for you.

              To set up a call with one of our Financial Life Planners email Katie Lanting at info@soundviewadvisors.com or call her at (206) 682-7713.

In our New Client Onboarding section, we outline what you can expect as a new client of SoundView Advisors. 

               

 

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Who We Serve

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Getting Started

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New Client Onboarding 

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