Savannah, GA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Sound View Wealth Advisors Group, LLC
Team
Firm-wide stats for Sound View Wealth Advisors Group, LLC
About
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.
Expertise
Location
1 Skidaway Village Walk, Suite 201
Savannah GA 31411
Advisors at this office
8
Advisors at this office
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)