Soundview Advisors Inc.
SoundView Advisors, Inc. is a registered investment advisor headquartered in Olympia, Washington, serving clients primarily in the Pacific Northwest since 2007. The firm is co-founded by Bruce Stoltenberg and led by Kevin L. Slater, CFP®, CEO. With fewer than 25 employees, SoundView Advisors offers comprehensive, fee-only wealth management and financial planning, including investment, retirement, tax, education, estate, and insurance consulting. The firm is known for its fiduciary standard and personalized, client-centered approach, catering to professionals and families seeking strategic financial guidance without commission-based conflicts of interest.
Investment Strategy
SoundView Advisors utilizes a personalized and strategic investment approach tailored to each client’s goals, values, and priorities. They emphasize fee-only fiduciary advice, ongoing asset allocation reviews, and long-term stability and growth. Their process includes in-depth consultations, clear documentation of objectives, and regular reporting. The firm integrates tax efficiency, risk management, and flexibility, allowing for client-imposed restrictions on specific securities or asset classes. Non-commissioned, transparent, and always acting in the client’s best interests, SoundView prioritizes informed decisions that foster long-term, sustainable wealth.
Top Holdings
Equity Positions (23)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 24.73% | $72.2M | 127,462 | $551.61 | $612.38 | +$11.9M |
X XNTK | SPDR SERIES TRUST | 20.35% | $59.4M | 1,313,983 | $272.23 | $272.23 | +$59.4M |
O OEF | ISHARES TR | 17.18% | $50.1M | 547,227 | $332.84 | $332.84 | +$50.1M |
V VEA | VANGUARD TAX-MANAGED FDS | 13.64% | $39.8M | 664,135 | $48.79 | $59.92 | +$2.6M |
X XHYC | BONDBLOXX ETF TRUST | 9.23% | $26.9M | 534,300 | $37.66 | $37.66 | +$26.9M |