A complete list of active advisors currently associated with Sound View Wealth Advisors Group, LLC
Warmer can help you find a great advisor at Sound View Wealth Advisors Group, LLC or one who fits your needs even better.
Sound View Wealth Advisors Group provides holistic financial planning and discretionary and non‑discretionary portfolio management to individuals (including high‑net‑worth clients), families, family offices, trusts, private foundations and qualified retirement plans. The firm offers financial planning, investment management and retirement plan services, and may act as a 3(38) fiduciary for qualified plans. The firm’s investment process emphasizes fundamental analysis and a long‑term orientation, with an investment committee that selects model portfolios, approves mutual funds and ETFs, and reviews External Managers. Sound View can manage assets directly or allocate to unaffiliated External Managers and private pooled vehicles, and it monitors performance and account suitability on an ongoing basis. Sound View is an indirect, wholly‑owned subsidiary of Focus Financial Partners and discloses several affiliated platforms and referral arrangements that distinguish its offerings: clients may be introduced to private investment vehicles managed by SCS Capital Management, referred to its insurance affiliate Focus Risk Solutions, or offered credit and cash‑management solutions via UPTIQ, arrangements the firm discloses involve revenue sharing. The brochure also notes that some advisory personnel are registered representatives of Purshe Kaplan Sterling Investments or are licensed insurance agents for an affiliated insurance entity and may receive transaction‑ or commission‑based compensation, with the firm describing these relationships and related conflicts of interest.
To learn more about the advisors currently working at Sound View Wealth Advisors Group, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
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