Helen Marshall's Contact Details

Helen Marshall's Company Details

Sound View Wealth Advisors

, Georgia, United States • 1 - 10 Employees
Financial Services

Sound View Wealth Advisors is an independent, fiduciary wealth management firm founded on one guiding principle: our clients' interests come first. As a team, we spent over 20 years custom tailoring solutions for individuals and families at the Bouchillon, Ham & Dekle Group within Merrill Lynch. Entrepreneurs at heart, we have continued to evolve by moving to a new, independent structure that enables us to better serve the needs and interests of our clientele. We do this by offering access to a wider universe of investment vehicles, more value-added services and more personalized attention in an open and transparent environment. As part of our new value-added service, we've joined the Focus Financial Partners network, a leading partnership of independent, fiduciary wealth management firms. Through Focus we gain unprecedented access to resources, expertise, research services and technology providers to help find and deliver the best solutions for our clients.