St. Joe’s gives our kids a sweet future.
Who’s giving you the scoop on your finances?
At SoundView, we bring simplicity and direction to complex financial lives.
Because clarity creates confidence.
Kevin Slater, Frozen Dairy Enthusiast
St. Joes Dad
(also) Lead Advisor, Seattle, WA
You probably found us via QR code on a napkin (between a sprinkle and a drip of chocolate). Those napkins ask real grown-up questions—taxes, 401(k)s, college, wills—because the sooner you talk about them, the better your family’s future tastes.
SoundView helps smart, busy families get organized, make confident decisions, and actually follow through. Clarity first, then action—handled by people who care and know what they’re doing.
Our team brings both the know-how and the personal touch, guiding you through the tough questions so you can focus on what really matters—family, friendships, and making sweet memories.
Click here to connect with us.
What those napkins are really saying:
Have you paid your taxes yet? We help you plan ahead, reduce surprises, and coordinate with your CPA.
Have you maxed out your 401(k)? We optimize contributions, employer matches, and investment choices.
Are you paying for college? From 529s to cash-flow strategies, we map the plan that fits your life.
Is your will up to date? We quarterback the updates with your attorney, so your wishes—and your kids—are covered.
Do you know when you’re going to retire? We turn ‘someday’ into a strategy. From income planning to timing Social Security, we help you set a clear retirement path that works.
Our clients appreciate the comprehensive, personal approach of a full-service wealth management firm.
Their lives are full—of many good things, as well as many demands upon them. They recognize they have financial concerns that should be addressed, but struggle to set aside the time to do so. They understand the benefits of a financial partner who helps them get things done and stay on track.
Our clients desire professional perspective on their financial life.
They recognize that self-management of their finances may result in missed opportunities. They want to participate in the process but, ideally, can delegate most of the work to a trusted professional.
Our clients want to develop a long-term financial relationship with professionals they can trust.
They know having a strategic plan is important. They also realize that life is constantly changing. They value the support from a trustworthy team that helps them adapt their strategy as life happens.
Our clients appreciate the integrity and transparency of a “fee-only” billing structure.
Our planners don’t earn commissions for the investments or products we recommend. This means we always operate with the client’s best interest in mind.
Stellar client service is rooted in human connection. New clients can expect this process:
Discovery
An effective plan starts with discovery. At this meeting we’ll ask good questions, collect and review relevant documents, and endeavor to understand all aspects of your financial situation, values, priorities, and goals.
Context
Good information requires context. We take what we learn at the discovery meeting, analyze the information, and determine whether your current actions will get you where you want to go. Then we provide data-driven recommendations that reflect your values and priorities and position you to reach your goals.
Investment
A comprehensive understanding of your life allows us to recommend an investment strategy that matches your needs and fits into an overall plan. We provide you with a personalized Investment Policy Statement, which serves as a blueprint as we begin investing on your behalf.
Connection
Stellar client care is rooted in connection. We’ll meet several times a year to review your progress, investigate potential needs and, if needed, adjust the approach. If something comes up, we’re only a phone call away.