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Additional information |
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Soundview Advisors |
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Overview:
At SoundView Advisors, we deliver personal, caring and knowledgeable advice to help you clarify your values, set goals and realize your dreams. Every person in our firm is a true professional, totally committed to exceeding your expectations. We continuously study the economy and wealth management strategies to ensure we are providing superior and timely advice. Equally important, we listen carefully to our clients and respond promptly to their needs. |
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History:
Like any good story, the history of SoundView Advisors is an account of people and the ideas that inspired them. A central character in the story so far is Bruce Stoltenberg, JD, CFP®. In 1997 Bruce launched a firm in Olympia, Washington, with the intention of building a team of advisors that would expand on his nineteen years of experience in law, investments and comprehensive financial planning. Bruce had a vision of improving and expanding services to his existing clients, and growing the firm to create the capacity to serve new clients. He believed that the synergy of a team with diverse backgrounds, yet united by uncompromising loyalty to the client, would provide better advice. He began with two employees.
In 2002 the addition of Kevin Slater, CFP®, to the team opened additional capacity for the firm to move toward the vision of proactive, comprehensive planning. Kevin brought enthusiastic commitment to finding added ways to connect clients’ financial lives with their values and goals.
Three years later, Kevin Rigg, CPA, CFP®, joined what was then Stoltenberg & Associates as the firm’s third planner and sixth employee. In addition to his tax and accounting experience, he brought an understanding of how an expanded use of technology could free up additional time, which could be spent face-to-face with clients.
In 2007, the next chapter of the firm’s history began when Kevin Slater and Bruce became the founding shareholders in SoundView Advisors, P.S. In 2009, Kevin Rigg also became a shareholder. The shared ownership structure of the firm reflected the commitment the planners made to both each other and to the firm’s clients to practice not simply as individuals, but as an “ensemble”, where every client has access to the resources of the entire firm.
Next, those resources were strengthened and enhanced through the coordination and support provided under the leadership of SoundView’s new operations manager, Angie Bennett. Angie’s administrative experience solidified the firms’ client service team approach, enabling the firm to expand the practical, hands-on help provided to clients.
In 2010, SoundView’s professional staff grew again with the addition of Ben Jennings, CPA/PFS, MBA, MS (Tax), CFP®. Ben brought over twenty years of fee-only financial planning experience to the firm and enthusiasm for leveraging systematic processes to ensure the quality and consistency of the planning and investment counsel delivered to clients.
Today, SoundView Advisors has ten employees with four planners. We serve clients in eight states from offices in Seattle and Olympia. Every member of our team is committed to delivering personal, caring, and knowledgeable advice to help you clarify your values and identify goals. We understand that our clients trust us with much more than the money they have asked us to manage. |
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