Secure Access.
Strategic Insights.
Your central hub for portfolio access, market commentary, and wealth planning tools. Manage your financial life with clarity and security.
Client Portal LoginClient Resources
Secure tools and resources to help manage your financial life.
Client Portal
Access your accounts, view performance reports, and securely share documents.
Login Now →Schedule a Meeting
Book a time on Sams calendar for a portfolio review or financial check-in.
View Calendar →Market Insights
Commentary on market trends and economic updates.
Read More →Confidential Discovery
To provide accurate financial advice, we need to understand the full picture of your financial life. Please complete the fields below to begin your discovery process. All data is encrypted and secure.
Wealth Projection Tool
Estimate the potential future value of your portfolio using compound growth.
*Figures are hypothetical.
Common Questions
Clarity on how we manage and oversee your wealth.
Where are my assets held?
Your assets are not held directly by Soundview. We utilize a relationship with Charles Schwab to hold assets, provide independent account statements quarterly or monthly, maintain account records, produce tax reporting, and deliver secure online and mobile access.
Are you a fiduciary?
Yes. As a Registered Investment Adviser (RIA), Soundview Private Wealth Advisors acts as a fiduciary. This means we are required to act in your best interest.
How are you compensated?
We are a fee-only firm. This means our only compensation comes directly from our clients, as a percentage of the assets we manage. We do not accept commissions, kickbacks, or performance based fees.
What if I need to withdraw funds?
Liquidity is a key part of your financial plan. You can request funds at any time securely through your client portal or by contacting us directly. Standard transfers typically take 1-3 business days depending on where you do your banking.
What is your investment philosophy?
Our investment philosophy is built around globally diversified, tax-efficient portfolios designed to participate in long-term market growth, rather than timing the market. We focus on managing risk in a way that aligns with your specific goals, time horizon, and financial priorities.
Soundview Private Wealth Advisors uses multiple portfolio construction and asset allocation philosophies, including Modern Portfolio Theory, Strategic Asset Allocation, Tactical Asset Allocation, and Fundamental Analysis. In practice, most effective portfolios blend these approaches rather than relying on a single method.
Portfolios may combine strategic allocation with periodic rebalancing, apply fundamental analysis alongside disciplined risk controls, and incorporate long-term planning with selective tactical adjustments when appropriate.
After a detailed discussion of your financial situation and objectives, we apply a goals-based investing approach to design, monitor, and adjust a custom built portfolio over time. There is no single “right” investment philosophy. Long-term success depends on alignment with your goals, consistency through market cycles, and disciplined execution.
How do I transfer my existing accounts?
We handle the transfer process for you, with your account preferences intact.
Wealth Planning Library
Downloadable guides to assist with your financial organization.
2026 Tax Planning Guide
Key contribution limits, brackets, and deadlines for the upcoming tax year.
Retirement Readiness Checklist
A comprehensive checklist to ensure you are prepared for your transition.
Estate Planning Essentials
An overview of the documents needed to secure your familys legacy.
Not finding what you need? Contact us