Sound View Wealth Advisors

As 2024 comes to a close, now is the time to take a step back and explore key year-end financial strategies to set you up for success in 2025. Whether it’s rebalancing your portfolio, harvesting tax losses or gains or aligning your philanthropic goals, there are proactive steps you can take to improve your financial outlook.   The team at Sound View Wealth Advisors is here to help you navigate these strategies, answer your questions and ensure you're well-prepared to enter the new year with confidence.   Ready to take control of your financial future? Read our latest article for more insights: https://lnkd.in/gtQKQKwg #YearEndPlanning #FinancialStrategy #TaxPlanning #InvestmentStrategies #Philanthropy #WealthManagement

Congratulations to Mark Silvers, CFP® on earning his Certified Financial Planner™ (CFP®) certification from the Certified Financial Planner Board of Standards!   Mark’s commitment to ongoing professional development reflects our dedication to excellence at Sound View Wealth Advisors. This certification is a testament to his dedication and expertise in guiding clients toward financial security.   As Mark puts it, “Becoming a CFP® professional allows me to serve clients with an even greater level of knowledge and care, ensuring they have a trusted partner on their financial journey.”    Join us in congratulating Mark on this incredible milestone! #FinancialPlanning #CFP #ProfessionalGrowth  

At Sound View Wealth Advisors, supporting our community is a core part of who we are. We're proud to share that we recently delivered The Landings Military Family Relief Fund pamphlets to every Landings resident, helping spread the word about this critical resource.   Established in 2007 by the United Way of the Coastal Empire, this fund provides rapid financial assistance to military families during emergencies—filling gaps that fall outside existing military resources.   As a sponsor and with our Managing Partner, Melissa Bouchillon, CFP®, serving on the board, we’re honored to contribute to their mission of alleviating burdens for those who serve.   Learn more about how you can support this vital cause: https://lnkd.in/gsHtU2cz #CommunitySupport #MilitaryFamilies #UnitedWay

We are honored to have sponsored the EKGs for EGK charity event last week, where our Managing Partner, Melissa Bouchillon, CFP®, spoke on behalf of a cause close to our hearts. This mission resonates deeply with us, as Melissa’s 9-year-old niece received a heart transplant earlier this year, and Sarah Ham, wife of our colleague Emerson, also underwent a similar procedure in the past. Founded in memory of Beth Kunce, EKGs for EGK is dedicated to raising awareness and preventing sudden cardiac death in young people. Supporting heart health and life-saving research is a commitment we proudly stand behind. Read more: https://lnkd.in/gtQKQKwg #HeartHealth #CardiacResearch #EKGsForEGK #TransplantAwareness #CommunitySupport

Last week, our team had the privilege of packing snack bags for the Ronald McDonald House Charities of the Coastal Empire! We delivered them yesterday to help brighten the days of hospitalized children and their families.    In honor of World Kindness Day, we’re reminded of the importance of acts that may seem small but make a huge difference. For critically ill or injured children and their families, the Ronald McDonald House Charities© (RMHC©) of the Coastal Empire provides a restful, comfortable place to find refuge and support while their loved ones receive medical care nearby.   We’re proud to support RMHC's mission and contribute to their programming with these simple yet meaningful acts of kindness. Giving back is always fulfilling, and we’re excited to help make a difference!   Learn more: https://lnkd.in/eztyP-vg.    #CommunitySupport #RonaldMcDonaldHouse #GiveBack #KindnessMatters

We are proud to share that Sound View Wealth Advisors recently sponsored a Special Pops Tennis and Pickleball event! Associate Wealth Advisor Mark Silvers participated in this wonderful event, which is dedicated to enriching the lives of individuals with intellectual challenges. Through tennis and pickleball clinics, Special Pops creates an inclusive community for both adults and juniors, with volunteers from the Savannah Area Tennis Association providing coaching and support. We're grateful for the opportunity to support such a meaningful cause. Learn more: https://lnkd.in/gtQKQKwg #CommunityMatters #Savannah #Sponsorship #InclusiveCommunity

Sound View Wealth Advisors recently sponsored the 2024 SCAD Savannah Film Festival hosted by Savannah College of Art and Design. This fantastic event brought together filmmakers, artists and our community to celebrate creativity and storytelling. Through our sponsorship, we were able to offer our team and their guests the opportunity to experience these inspiring films firsthand and support an event that truly enhances Savannah’s vibrant cultural scene.   We’re proud to invest in our community and support initiatives that enrich lives and foster local talent. Here’s to many more events that bring us all together!   Read more: https://lnkd.in/gtQKQKwg   #SCADFilmFestival #CommunitySupport #SavannahEvents #SAVFF

“Bluffton is one of the fastest-growing zip codes in South Carolina, so it made sense to have an office there. They are really underserved in the way of registered investment advisory firms, and being able to bring what we do and how we help clients, I think was important for the area,” said Managing Partner Melissa Bouchillon on the What Matters Podcast. Listen here. #WhatMattersPodcast #Bluffton #WealthManagement #FamilyOffice #RIA

We’re proud to have sponsored the 3rd Annual Women in Business Luncheon hosted by the Greater Bluffton Chamber of Commerce!   Our team recently attended this inspiring event and had the incredible opportunity to hear from keynote speaker Nina Sossamon-Pogue. She shared powerful insights on resilience, personal growth and navigating life’s constant changes.   As we continue to uplift and support one another to make #Bluffton an even better place to live, work and grow, events like these strengthen our community by empowering local leaders and fostering meaningful connections.   Thank you, Bluffton Chamber, for hosting another amazing event, and thank you, Nina, for the wisdom and motivation!   Learn more: https://lnkd.in/gtQKQKwg   #WomenInBusiness #EmpowerWomen #Leadership

One year down, many more to go! We're excited to mark the one-year anniversary of our Bluffton office, located in the charming Old Town Bluffton! This unique area is full of character, with its quaint downtown, welcoming locals, vibrant art galleries, cozy cafes, and a packed calendar of events and seasonal festivals. At Sound View Wealth Advisors, we go beyond financial planning and investment management. We pride ourselves on providing a boutique experience tailored to you. Think of us as a family office for wealth of all sizes. We’re here to learn about your priorities and objectives. Interested in learning more? Contact us today to schedule a visit: https://lnkd.in/dugKmWDQ. We’d love to hear from you and explore how we can help you navigate life. #Bluffton#Community#FamilyOffice#FinancialPlanning