St. Joes is helping your kids prepare for their future.
Who is helping you?
SoundView is an independent, financial advisor to smart, busy people and their families.
Get clarity and live confidently.
Kevin Slater, Jaguar Dad
Lead Advisor, Seattle, WA
Get clarity on where you really are, confidence in what you need to do, and the support to get it done from people who genuinely care about you.
Our clients have a very personal and collaborative relationship with our team. We don’t rely on a generic, age-based formulas — we provide advice customized to each individual client, taking into account your priorities, relationships, and resources.
Our clients appreciate the comprehensive, personal approach of a full-service wealth management firm.
Their lives are full—of many good things, as well as many demands upon them. They recognize they have financial concerns that should be addressed, but struggle to set aside the time to do so. They understand the benefits of a financial partner who helps them get things done and stay on track.
Our clients desire professional perspective on their financial life.
They recognize that self-management of their finances may result in missed opportunities. They want to participate in the process but, ideally, can delegate most of the work to a trusted professional.
Our clients want to develop a long-term financial relationship with professionals they can trust.
They know having a strategic plan is important. They also realize that life is constantly changing. They value the support from a trustworthy team that helps them adapt their strategy as life happens.
Our clients appreciate the integrity and transparency of a “fee-only” billing structure.
Our planners don’t earn commissions for the investments or products we recommend. This means we always operate with the client’s best interest in mind.
Stellar client service is rooted in human connection. New clients can expect this process:
Discovery
An effective plan starts with discovery. At this meeting we’ll ask good questions, collect and review relevant documents, and endeavor to understand all aspects of your financial situation, values, priorities, and goals.
Context
Good information requires context. We take what we learn at the discovery meeting, analyze the information, and determine whether your current actions will get you where you want to go. Then we provide data-driven recommendations that reflect your values and priorities and position you to reach your goals.
Investment
A comprehensive understanding of your life allows us to recommend an investment strategy that matches your needs and fits into an overall plan. We provide you with a personalized Investment Policy Statement, which serves as a blueprint as we begin investing on your behalf.
Connection
Stellar client care is rooted in connection. We’ll meet several times a year to review your progress, investigate potential needs and, if needed, adjust the approach. If something comes up, we’re only a phone call away.