Our Services
We offer investment advisory services for high net worth families and individuals. These services include organizing and simplifying our clients' financial lives, helping individuals retire with investments focused on a lasting income stream, and building legacy assets for their families.
We treat our clients the same way we would our own family and strive to build meaningful, long-lasting relationships based on trust, results and integrity.
Personal Financial Map
Our unique Financial Map tool is the foundation of our individualized financial planning process. It provides an easy-to-understand snapshot of your unique situation by focusing on four important segments: Income, Assets, Risk Management and Estate Planning. Additionally, the Map is a great tool to assist in achieving financial organization and clarity. This tool is reviewed and updated on an annual basis.
Retirement Planning
After completing a Financial Map and understanding your current situation, we will continue the conversation to understand your goals. We will work to determine risk tolerance levels, cash flow requirements and sources of funds. Next, we will establish a detailed plan and hold regularly scheduled meetings to go over progress and changes.
Estate Planning and Wealth Transfer
The Estate Planning review includes conversations with our internal legal experts to understand the intentions of your estate and review your current plan. To help ensure those goals are achieved, we will provide you with an overview of your current documentation and work with you and your attorney to fill in any gaps that may exist.
Trust Services
D.A. Davidson Trust Company specializes in all aspects of trust management. Their team is available to our clients to discuss the role of trusts in estate planning as well as implementation and structuring of trusts to meet your specific needs.
Education and Family Support Needs
Whether you are planning for college expenses or long-term care of family members, we examine the most effective way to manage these costs. Solutions include various education plans, annual gifts for tax efficiency and numerous trust options.
Charitable Giving
We can review options available to achieve meaningful and efficient charitable giving goals. Our clients have access to Donor Advised Funds and we can help them easily transfer securities to charitable organizations.
Insurance Analysis
In conjunction with Davidson Insurance Agency, we can review and analyze your existing policies and potential needs to establish an efficient and cost effective strategy.
Ongoing Planning and Support
The Soundview Wealth Management team is always a phone call or email away. If anything comes up that raises any financial questions or concerns, we are available to provide our knowledge, guidance and support.
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