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) 239-4630

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
2
2
1
2
1
1

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's Social MediaPopular SearchesSound View Wealth AdvisorsSound View Wealth Advisors Group LLCSound Properties LLCSound View Insurance LLCSound View Wealth Advisors LLCSIC Code 62,628NAICS Code 52,523Show more

Sound View Wealth Advisors Org Chart

PhoneEmail
NG
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Director, Client Experience

PhoneEmail
JK
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Director, Strategic Growth & Development

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NC
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Client Service Associate

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DW
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Client Service Associate

PhoneEmail
CL
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Client Service Associate

PhoneEmail
DD
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Client Service Associate

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Compare Similar Companies to Sound View Wealth Advisors

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Sound View Wealth Advisor...

<$5M
11-50
Private
-
2018
NG
Noelle GauthierDirector, Client Experience
<$5M
11-50
Private
-
1998
Peter Leitner, Founder & Chief Executive Officer at Waterford Advisors
Peter LeitnerFounder & CEO
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
1962
LS
Lori SpildeClient Service Manager
<$5M
1-10
Private
-
-
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2011
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Sound View Wealth Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Sound View Wealth Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Sound View Wealth Advisors.

Sound View Wealth Advisors Tech Stack

A closer look at the technologies used by Sound View Wealth Advisors

Sound View Wealth Advisors News & Media

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Frequently Asked Questions Regarding Sound View Wealth Advisors

What is Sound View Wealth Advisors's official website?
Sound View Wealth Advisors's official website is www.svadvice.com
What is Sound View Wealth Advisors's Revenue?
Sound View Wealth Advisors's revenue is <$5 Million
What is Sound View Wealth Advisors's SIC code?
Sound View Wealth Advisors's SIC: 62,628
What is Sound View Wealth Advisors's NAICS code?
Sound View Wealth Advisors's NAICS: 52,523
How many employees does Sound View Wealth Advisors have?
Sound View Wealth Advisors has 11-50 employees
What industry does Sound View Wealth Advisors belong to?
Sound View Wealth Advisors is in the industry of: Finance, Securities Trading
What is Sound View Wealth Advisors competition?
Sound View Wealth Advisors top competitors include: Poulos Advisors, Stockade Wealth Management, Ascential Wealth, Waterford Advisors
What companies has Sound View Wealth Advisors acquired?
Sound View Wealth Advisors has acquired the companies: Badgley Phelps Wealth Managers, Greystone Financial Services, Brownlie & Braden Advisors, TMD & Associates
What technology does Sound View Wealth Advisors use?
Some of the popular technologies that Sound View Wealth Advisors uses are: WordPress.org, PHP, Proofpoint, Google Cloud Web Serving
How do I contact Sound View Wealth Advisors?
Sound View Wealth Advisors contact info: Phone number: (912) 239-4630 Website: www.svadvice.com
What does Sound View Wealth Advisors do?

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... s 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.Read More

What are Sound View Wealth Advisors social media links?
Sound View Wealth Advisors Linkedin page Sound View Wealth Advisors Facebook page
Is Sound View Wealth Advisors a public company?
Sound View Wealth Advisors is private company therefore does not currently have an official ticker symbol
See more information about Sound View Wealth Advisors

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