Partner with an expert
At SOUNDVIEW FINANCIAL we make it our priority to get to know you as a person. Before we work with you to implement a financial program, we take the time to understand your goals, needs, challenges, and attitudes. Your money cannot serve you effectively if we advocate a course of action that you feel uncomfortable with. By actively participating in the comprehensive planning process, you retain control each step of the way and effectively manage your financial life.

It all starts by examining the wealth strategies universe and its modules:

  • Accumulation/Investing: how to target asset growth
  • Retirement planning: how to target distribution of your assets in a tax-advantaged way
  • Estate planning: how to preserve your assets
  • Risk management: how to protect your assets
  • Business planning: how to grow and manage your business
  • Taxation: how to minimize your tax burden

Create a comprehensive plan
We'll look at each module, address those items that need immediate attention and note those that will be done in the near future or which require further consideration. At that point, you will have a plan in place for your financial future.

Create an investment plan
Once your personal, comprehensive plan is in place, we will build an investment portfolio suitable to your needs and goals. Being an independent financial company, we have the advantage of offering you access to a wider variety of products than many bigger Wall Street firms. We are not beholden to any investment firm nor do we offer proprietary products.  

Partner with you
Working together we will help simplify the complexities of your financial life as we tackle each important financial topic. Your wealth will be managed in a disciplined, systematic way for the long term.

Once in place, we will continue to monitor your progress in meeting your financial life goals as well as your investment performance.

We will consult with you regularly to ensure that the program continues to reflect your current circumstances. Because we work so closely with you, we tend to think of our clients as our friends. So don't be surprised if you get a phone call from us just to say "Hi!"