Life is full, finances are complex, we can help.

So many important things compete for your time and energy: family, career, home, health. Your finances affect all of them. A thoughtful financial advisor and a careful plan can help you get organized, create peace of mind, and make space for you to enjoy the present and dream about the future.


Deep industry experience, thoughtful personal service

Solid financial planning takes a combination of industry experience, strategic planning, and a deep understanding of personal goals. That’s why we take on a limited number of clients and are committed to providing them with quality ongoing care.

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Our investment approach is built upon three guiding principles:

Personalized Strategy

As our client, you will receive a unique plan that reflects your priorities and positions you to reach your goals.


Our investment practices use variety to reduce exposure to any one risk or asset.

Investment Discipline

Our planners don’t speculate on the market or overreact to events with short-term impact.



Service Areas

Soundview offers comprehensive financial planning that considers all aspects of your life.

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Quality client service is rooted in human connection.

That’s why we start with thoughtful questions that help us understand your story, your values, and your goals. Then we work with you to create a financial plan that is about more than just numbers.

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