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1200 Fifth Avenue, Suite 1920, Seattle, WA 98101

(206) 619-0021
info@teamsoundview.com
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A thoughtful team for the decisions that matter most

We aim to simplify the complicated, answer the tough questions, and help you move forward with confidence.

What We Do
How We Help You Make Sound Decisions

From organizing your finances to managing investments and planning for retirement, we focus on what matters so you can make thoughtful decisions and move forward with confidence.

WELCOME
You Don't Have to Figure It Out Alone

Money can be stressful. Planning for the future can feel overwhelming. But it doesn't have to be that way. We work with clients who want a dedicated team and a clear voice to help them navigate their financial lives. Our job isn't to talk over your head — it's to walk beside you, explain things clearly, and help you feel confident about the decisions you're making.

Our Strategies
Whatever You're Facing, We Can Help

Your financial needs are unique, and you deserve guidance that supports that. Here are some of the ways we serve our clients.


Get Organized

Bring structure to your finances so everything is clear and easy to manage. Know what you have, how it’s working, and what needs attention.

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Invest with Discipline

Build and manage a portfolio with a long-term perspective and a steady approach. Focus on what matters, not reacting to every market move.

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Plan for Retirement

Make thoughtful decisions about saving, timing, and income. Enter retirement with a clear understanding of what’s possible and what comes next.

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Tax Awareness

Make decisions with a clear understanding of tax impact over time. Thoughtful planning can potentially improve outcomes and avoid unnecessary surprises.

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Plan for What Comes Next

Organize how your assets are structured and where they go over time. Clear, efficient, and aligned with your intentions.

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Make the Most of What You’ve Built

From Social Security to charitable giving, decisions are made thoughtfully and in context. Aligned with your priorities, your family, and what matters most.

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How To Get Started

About Soundview Wealth Management
We're Here Because We Believe in What We Do

We started this firm on a simple idea: financial advice feels either too complicated or too generic. Often, advice starts with a model or a template instead of someone’s unique circumstances.

Soundview was designed to be distinct. Independent in how advice is formed and intentional in how it’s delivered. No prescribed strategies. No one-size-fits-all playbook.

The focus is on helping you think clearly about the decisions ahead. What matters, what’s changing, and what comes next, so you can move forward with clarity and confidence.

Our Process
Getting Started Is Easier Than You Think

We keep things simple because financial planning should feel manageable, not overwhelming. Here's what working with us looks like.

1. Connect
Compile Personal MAP

We'll talk about your life, your finances, and what matters most to you — no jargon, no pressure, just an honest conversation.

2. Create
Strategize Investment Selections

Our team will design a personalized strategy based on your goals, your timeline, and the things that are most important to you.

3. Support
Scheduled Reviews

As your life changes, your plan should too. We'll provide ongoing support and adjustments to help keep you on track.

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Our Resources
Helpful Reads to Keep You Informed

We share resources regularly to help our clients stay informed and inspired. Take a look at some of the latest below.

The Three Keys to a Great Password

The Three Keys to a Great Password

Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.
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Disability and Your Finances

Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
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Conquering Retirement Challenges for Women

Conquering Retirement Challenges for Women

Looking ahead can help you conquer these unique obstacles.
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Get Started
Let Us Help You Take the First Step

You don't need to have all the answers — that's what we're here for. Reach out today and let's start a conversation about what's possible.

Schedule a Call