Soundview Wealth Management is a Seattle-based financial planning firm focused on helping individuals and families make informed decisions about their financial lives. Its team aims to make complex topics easier to understand, offering personalized guidance without a one-size-fits-all approach. The firm helps clients organize their finances, understand their assets, and identify areas that may need attention.

Its services include investment portfolio design and management, retirement savings and income planning, tax-aware decision-making, and organizing assets and estate plans. Soundview also helps clients consider Social Security, charitable giving, and how financial choices relate to their priorities and families. The process begins with a conversation about each client’s circumstances and goals, followed by a tailored strategy and ongoing support, including scheduled reviews and adjustments as life changes.

The firm provides educational resources such as market commentary, articles, FAQs, calculators, and retirement planning tools. Soundview Wealth Management is located at 1200 Fifth Avenue in Seattle and offers consultations by appointment. Securities and advisory services are offered through LPL Financial