Sound View Wealth Advisors Group, LLC

Overview

Sound View Wealth Advisors Group, LLC is an independent registered investment adviser that began SEC registration in 2019. The firm acts as a capital allocator for both individual/family and institutional clients and combines fee models that include AUM-based fees, hourly billing, and fixed fees. Core advisory services include financial planning, portfolio management for individuals and small businesses, selecting other advisers, pension consulting advisory work, and client education through periodicals and seminars. The firm does business beyond pure advisory work; it is registered as an “other financial product salesperson” and maintains a range of industry relationships including broker-dealers, other investment advisers, commodity/managed-futures entities, accounting and law firms, insurance companies, real estate brokers, and sponsors or general partners of pooled investment vehicles. Sound View does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives