Ben Quick Email & Phone Number

Soundview Wealth Management is seven member wealth management team with over 150 years of combined experience. Our goal is to give you confidence that your financial life is in good hands so that you can spend time focused on the aspects of your life you value most. Based in Greenwich, CT, our team makes you the focus of everything we do. Our comprehensive approach starts with understanding the personal needs of your family, your goals, and your objectives. We then incorporate your time horizons, your comfort with risk, and your resources. Only after we have a thorough understanding of these essential elements do we propose a strategy and work with you to implement a well-coordinated financial plan. This plan is then routinely reviewed to ensure it continues to be appropriate as circumstances change over time or as new opportunities arise. We understand that managing your financial life can be stressful, so we have developed a process that focuses not just on outcomes, but also on your experience in the process. Our team distinguishes itself with a focus on building personal connections and delivering the exceptional service and stewardship that you deserve. Our referral based clientele speaks to our success in delivering this. We are dedicated to developing and maintaining long-term relationships, and strive to earn your loyalty through our commitment to you to actively listen, educate, and collaborate./*********/**These are the comments of this employee only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.**

Listed skills include Certified Financial Planning Practitioner, Investments, and Financial Advisory.

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  Colgate University