Soundview Private Wealth Advisors is an independent, fee-only fiduciary Registered Investment Advisor based in Cheshire, Connecticut, serving families in Connecticut and beyond. Founded by Samuel E. Kaplowitz, the firm combines institutional investment experience with personalized boutique service. Its approach centers on transparent, unbiased guidance and a legal and ethical commitment to clients’ best interests, without sales quotas or proprietary products.

Soundview provides goals-based wealth management, financial planning, and investment strategies tailored to clients’ circumstances. Its risk-aware process considers tolerance for volatility and aims to build resilient portfolios. Planning can address tax efficiency, retirement objectives, and the legacy clients hope to leave. The firm also helps business owners develop exit strategies, coordinating business value, taxes, cash flow, and long-term income with personal financial goals.

Client assets are held independently with a qualified custodian, while institutional technology supports performance reporting, secure document access, and mobile portfolio visibility. Soundview offers conversations about financial needs and complimentary risk analysis.