By Kevin Slater, CEO, SoundView Advisors
2019 was a fabulous year at SVA in many respects, and not just for portfolios!
Fabulous? Yes — and full of twists and turns; we’re on this road together, and it’s our pleasure to take the journey with you. We engaged with many of you on a very personal level, having the privilege to hear about your joys, concerns, hopes, and dreams.
We are grateful to say that quite a few folks chose to become new clients this year. Each one of them are amazing people that we are so excited to be able to serve for years to come.
We were honored to celebrate birthdays, high school and college graduations, weddings, home purchases, and retirements with you. We tried, as best as we could, to share the burden of bad news as well, whether it was a job loss, an illness, or the loss of a family member.
Of course, we discussed all of those other exciting things as well -- such as investments, taxes, savings and spending, contribution rules, and every other sort of financial topic you can imagine. We hope that those conversations always occurred within the context of who you are and what you care about.
We could not have done this without an amazing team. Please take a moment to read about some of the things that went on behind the scenes.
Again, we hope you have a very happy New Year. Thank you for giving us your trust and for inviting us into your lives. We appreciate each and every one of you.
Kevin Slater
CEO & President, SoundView Advisors