Sound View Wealth Advisors
Finance · Georgia, United States · 11-50 Employees
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Overview
Headquarters
1 Skidaway Village Walk Ste 201, Savanna...Phone Number
(912) 239-4630Website
www.svadvice.comRevenue
<$5 MillionIndustry
About Sound View Wealth Advisors
Sound View Wealth Advisors is a family office that offers a boutique experience in financial planning, investment management, and family office services. They focus on helping clients navigate life's challenges and opportunities while prioritizing their financial well-being. As fiduciaries, they are committed to putting their clients' best interests first and investing in their goals and dreams. The firm serves clients of all wealth sizes, valuing the opportunity to understand their unique priorities and objectives.Explore more
Sound View Wealth Advisors Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Sound View Wealth Advisor...
<$5M
11-50
Private
-
2018
JK
Jaime KellyDirector, Strategic Growth & Development
Sound View Wealth Advisors Tech Stack
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Sound View Wealth Advisors is a family office that offers a boutique experience in financial planning, investment management, and family office services. They focus on helping clients navigate life's challenges and opportunities while prioritizing their financial well-being. As fiduciaries, they are committed to putting their clients' best interest... Read More
