Soundview Wealth Management

Institutional Expertise.
Personal Commitment.

Founded by Samuel Kaplowitz, Soundview Private Wealth Advisors is a fee-only fiduciary.

Start a Conversation
Soundview Private Wealth Advisors — Connecticut

The Founder’s Story

Institutional Expertise.
Boutique Style Service.

Sam began his career in wealth management in 2009, gaining extensive experience at two of the largest wealth management firms. He founded Soundview Private Wealth Advisors to offer a more personal, independent approach to private wealth management.

Sam focuses on helping individuals, families, and business owners manage and preserve their wealth through sophisticated investment management, retirement planning, and tax-efficient strategies. His practice primarily serves clients with $1 million or more in investable assets, with an emphasis on building long-term relationships and providing direct, personalized attention. He lives in central Connecticut with his wife and two children.

Independence

Free from proprietary products and corporate sales mandates, allowing us to provide independent advice focused on your best interests.

Fiduciary Duty

Legally and ethically bound to act in your best interest, always placing your goals above our own.

Local Commitment

Rooted in the community, we understand the local economy and the families we serve.

Sam Kaplowitz and Wife

Rooted in Community

A Personal Approach to Private Wealth Management

At Soundview Private Wealth Advisors, my work is built on personal relationships, not transactions. I believe meaningful advice starts with understanding the people, families, and goals behind each account.

“Private wealth, to me, is not about exclusivity. It is about taking the time to sit down, have real conversations, and build a thoughtful plan around what matters most to you. My goal is simple: to provide advice that is personal, responsible, and grounded in the trust that comes from knowing my clients well.” -Sam Kaplowitz

When Sam’s not watching the markets, he enjoys coaching basketball, serving on the local parks and recreation commission, and going to the beach with his family. You will also see him outdoors cycling, hiking, and walking his golden doodle Chewy.

Connecticut Roots, National Reach

While our firm is rooted in the local Connecticut community, we leverage institutional-grade technology and virtual meetings to partner with families and business owners across the country. Whether you are in the New England area or living throughout the United States, we provide the same high-touch, boutique experience.

  • Woodbridge
  • Madison
  • Bethany
  • Orange
  • Southington
  • Cheshire
  • Old Saybrook
  • Westbrook
  • Guilford
  • Branford
  • Glastonbury
  • Avon
  • West Hartford
  • Simsbury
  • Clinton
  • Farmington
  • Canton
Analyze Your Risk