Sound View Wealth Advisors

Sound View Wealth Advisors Sound View Wealth Advisors is an independent, fiduciary wealth management firm.

Graduation season and family celebrations are exciting milestones — but they can also create opportunities for scammers ...
05/25/2026

Graduation season and family celebrations are exciting milestones — but they can also create opportunities for scammers targeting distracted or emotional decision-making.

Melissa Bouchillon, CFP®, Managing Partner & Chief Compliance Officer at Sound View Wealth Advisors, encourages individuals to take a second look at even legitimate-looking invitations, ticket requests, or payment updates.

Before sending deposits, purchasing tickets, or updating payment information:
• Verify through official channels
• Confirm requests independently
• Slow down before acting quickly

Awareness is one of the strongest tools for protecting your financial well-being.

If something doesn’t feel right, your Sound View advisor is here to help: https://lnkd.in/dugKmWDQ

Fraudsters are becoming more convincing than ever — often impersonating colleagues, advisors, or trusted contacts to cre...
05/19/2026

Fraudsters are becoming more convincing than ever — often impersonating colleagues, advisors, or trusted contacts to create urgency and pressure quick action.

Before responding to any unexpected request involving money, gift cards, or sensitive information:
- Pause
- Verify independently
- Assume nothing

Melissa Bouchillon, CFP®, Managing Partner & Chief Compliance Officer at Sound View Wealth Advisors, reminds individuals that urgency is one of the biggest warning signs of fraud.

If something feels off, trust your instincts and confirm the request directly through a trusted source.

Learn more at Sound View Wealth Advisors

Artificial intelligence is making scams more convincing than ever—including calls and messages that sound like someone y...
05/15/2026

Artificial intelligence is making scams more convincing than ever—including calls and messages that sound like someone you know and trust.

As Melissa Bouchillon, CFP®, Managing Partner and Chief Compliance Officer, reminds clients: urgency is one of the biggest warning signs.

If something feels off, pause.

A familiar voice, emotional pressure, or a request to act immediately should always prompt a second step—hang up and contact the person directly using a saved number or trusted method. Never rely solely on an incoming call or message.

Understanding how scams are evolving is key to protecting your financial well-being.

If something doesn’t feel right, your Sound View advisor is here to help: https://lnkd.in/dugKmWDQ

Scammers are becoming more sophisticated—often posing as children or grandchildren in distress and asking for urgent fin...
05/11/2026

Scammers are becoming more sophisticated—often posing as children or grandchildren in distress and asking for urgent financial help while insisting on secrecy.

As Managing Partner and Chief Compliance Officer Melissa Bouchillon, CFP®, shares in this week’s Protection Perspective, one of the biggest red flags is any message asking you not to tell anyone.

If a “family member” urgently needs help but tells you to keep it quiet, take a moment to pause and verify. A quick phone call using a trusted number can help prevent a costly mistake.

Staying informed is one of the best ways to protect yourself and the people you care about.

If something doesn’t feel right—or you have questions about your accounts or financial safety—reach out to your Sound View advisor—we’re here to help:
https://lnkd.in/dugKmWDQ

Sound View Wealth Advisors was proud to sponsor the 2026 Savannah Challenger, the premier professional tennis event in S...
04/29/2026

Sound View Wealth Advisors was proud to sponsor the 2026 Savannah Challenger, the premier professional tennis event in South Georgia.

Now in its 16th year, this week-long tournament brings top ATP Challenger talent to Skidaway Island and draws a strong audience from The Landings and across the Lowcountry.

We’re always glad to support events that bring people together and contribute to the vibrancy of the Savannah region.

Learn more on our website.

Recognizable doesn’t always mean right.Well-known investments can feel safe, but strong strategies are built on what fit...
04/27/2026

Recognizable doesn’t always mean right.

Well-known investments can feel safe, but strong strategies are built on what fits — not just what’s familiar.

Connect with our team to take a more intentional approach:
https://lnkd.in/dugKmWDQ

How are you thinking about your retirement timeline?Defining it early can create more flexibility and confidence over ti...
04/21/2026

How are you thinking about your retirement timeline?

Defining it early can create more flexibility and confidence over time.

Nina Kate Brackett shares an approach to building a retirement strategy with clarity and intention.

At Sound View Wealth Advisors, we’re here to help you align today’s priorities with your long-term vision: https://lnkd.in/dugKmWDQ

We’re proud to share that Sound View Wealth Advisors has been named to ’s 2026 Best Financial Advisory Firms list.This r...
04/15/2026

We’re proud to share that Sound View Wealth Advisors has been named to ’s 2026 Best Financial Advisory Firms list.

This recognition highlights the firm’s commitment to building strong client relationships and delivering thoughtful, long-term financial guidance.

As Sound View continues to grow, their focus remains the same: helping clients navigate every stage of life with a personalized approach.

Learn more at the link in bio.

Reframe your view of the stock market. Volatility is the price of long-term growth.
04/15/2026

Reframe your view of the stock market. Volatility is the price of long-term growth.

This National Pet Day is a reminder that what we care for shapes how we plan for the future. 🐾 At Sound View Wealth Adv...
04/11/2026

This National Pet Day is a reminder that what we care for shapes how we plan for the future. 🐾 At Sound View Wealth Advisors, we believe your financial plan should reflect the full picture of your life — and we’re here to bring clarity and confidence to it.

Address

1 Skidaway Village Walk, Suite 201
Savannah, GA
31411

Opening Hours

Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 4:30pm
Friday 8am - 4:30pm

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