What Makes Us Effective
With a staff of 9 professionals, we bring over 150 years of experience in financial services. Our team is diverse, not only in professional experience, but also in personality and perspective. We share a commitment to serve every client with excellence, and to be accessible for any financial question or issue that arises.
What can I expect from SoundView Advisors?
- Commitment to understanding, discussing, and working toward your goals
- Proactive, systematic, and integrated planning process
- Real life relevance to your personal strategy through Financial Life Planning
- Disciplined investment management driven by your personal resources and goals
- Personal relationships with staff who know you well and care about you
- Ongoing professional growth and expansion of our gifted team
- Respect for you as an individual with a unique set of goals, values, and resources
- Collaboration with other professionals seeking the best outcomes for you, our client
At SoundView, we practice Financial Life Planning: a discipline focused on uncovering, clarifying, and achieving the life goals of our clients. Learn more about Financial Life Planning by clicking "Read More" below.