SoundView Advisors
Soundview Advisors
At Soundview Advisors, we believe financial planning should be personal, strategic, and tailored to your goals. As a fee-only wealth management firm, we help clients make informed financial decisions with confidence, providing thoughtful guidance that supports both their present and future.
We take the time to understand your life, values, and priorities, ensuring that our planning reflects what matters most to you. Our local expertise also allows us to help Pacific Northwest professionals navigate their company benefit packages and employer-sponsored plans.
Our Comprehensive Approach Includes:
- Tax planning to help manage liabilities and improve financial efficiency
- Investment strategies designed for long-term stability and growth
- Retirement planning to create sustainable income for the future
- Education funding to support children and future generations
- Estate planning to provide clarity and security for loved ones
- Insurance planning to help manage risk and protect your financial well-being
- Equity compensation guidance for stock options, RSUs, and ESPPs
We provide ongoing, thoughtful service and take pride in helping clients bring clarity and confidence to their financial future.
If you’re looking for a trusted partner to help you navigate life’s financial decisions, we’d love to connect.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.