We deliver personalized strategies to grow and protect your wealth, safeguard your family’s future, and shape a legacy that endures for generations.
Every detail of your financial journey is thoughtfully managed, with integrated expertise in investment management, tax advisory, and estate planning—all under one roof.
Empowering your wealth means more than managing assets—it’s about giving you the confidence to navigate your financial journey with clarity and purpose. Through tailored investment strategies, proactive tax planning, and thoughtful estate solutions, we help you take control of your wealth, secure your family’s future, and build a legacy that lasts.
Addressing every aspect of wealth management to ensure your financial goals, family’s future, and legacy are thoughtfully managed and secured.
At Soundview Private Wealth, we unify investment expertise, tax strategy, and estate planning to simplify the complexities of wealth management. From tailored portfolios to proactive planning, we ensure your wealth grows, your family’s future is secure, and your legacy thrives.
Our team is dedicated to crafting forward-thinking strategies tailored to a variety of wealth management needs. We ensure that every plan aligns seamlessly with your long-term financial goals. With a focus on balance and results, we provide guidance designed to help you build, grow, and preserve a lasting wealth legacy for the future.
Well-rounded wealth and legacy management, including philanthropic and fiduciary planning, management, and governance.
Establishing a strategic investment plan based on the rigorous analysis of your balance sheet, liquidity, legal, and tax considerations.
Whether you have investment ideas of your own or choose from our selection of opportunities hand-picked by our experts.
We guide your investments and philanthropy with tailored strategies, ensuring impactful outcomes for families or charities.
Traditional approaches and outdated mindsets in wealth advisory can often feel overwhelming and impersonal. At Soundview Private Wealth, we bring a dynamic and forward-thinking approach to help ultra-high-net-worth individuals and families navigate complex wealth challenges. Guided by an entrepreneurial spirit, we focus on preserving and diversifying your wealth with seamless, personalized strategies designed for your unique needs.
A Trusted Partner for Affluent Families spanning generations.
Financial Professionals Committed to Acting in Your Best Interest and Securing Your Legacy.
Combined investment expertise, tax strategy, and estate planning—customized to align with your unique financial goals and priorities.
Delivering clear, measurable outcomes tailored to your unique financial goals.
We are committed to delivering outstanding results that empower our clients’ success. With proven expertise, we make your financial journey both secure and rewarding.
Your trusted partner in financial success. Discover how we can support your journey with expert insights and tailored strategies.
185 Great Neck Road, Fourth Floor, Great Neck, NY 11021.
+1 (212) 540 3311
Disclosure: RGA Investment Advisors, LLC (“RGAIA”) is doing-business-as (DBA) Soundview Private Wealth. All investment advisory services are provided by RGAIA, a registered investment advisor. Advisory services are only offered to clients or prospective clients of RGAIA and all advisory fees are collected through RGAIA.
Access your account directly through any of our partnered custodians. We provide a set of client links for easy access to custodians, along with our planning tools and portfolio management resources
Jason has been managing money for high net worth individuals since 2006. He held investment and advisory roles at both General Atlantic LLC (GA), a leading global private equity firm providing capital for growth companies driven by information technology or intellectual property, as well as Berkery, Noyes & Co. (BNC), an independent Wall Street investment bank serving the broadly defined knowledge and information marketplace. At GA, Jason was responsible for deal prospecting, transaction structuring, as well as value added portfolio work. At BNC he specialized in serving large and mid-sized information providers in the U.S. and international markets with strategic mergers & acquisitions, corporate and asset divestitures, strategic research, and valuations.
Prior to Wall Street, he led the due diligence efforts for numerous financial buyers within KPMGs Transaction Services practice, and provided estate planning tax consulting services at the law firm of Buchanan Ingersoll, PC in Washington, DC. Jason is a CPA who holds the PFS designation for his expertise in Personal Finance, a CFF for his accreditation in Financial Forensics, and a charter in global management accounting (CGMA). He holds a B.A. from the University of Michigan and an M.S. in Accounting and Finance from the George Washington University School of Business. Jason lives with his wife, Julianna, sons, Logan and Henry, and daughter, Sophie in Great Neck, New York. Jason enjoys scuba diving, cooking for his family, and of course, investing in great businesses.
Prior to joining RGA, Elliot was a Principal and Managing Director at AustinWeston Asset Management LLC, a value-driven investment management firm, where he specialized in discovering and analyzing long-term investment opportunities and strategic portfolio management. His professional asset management career began as a Proprietary Equities Trader at Chimera Securities, LLC, where he developed his own unique trading strategy, integrating both fundamental and technical analysis. Mr. Turner then joined T3 Capital Management, LLC to continue his trading career on T3’s Equities Desk and to develop the T3Live Blog. From T3, Elliot joined the Wall St. Cheat Sheet, a financial media website specializing in news and analysis on events in the investment and entrepreneurship space.
As Managing Editor at the Wall St. Cheat Sheet, he authored numerous columns on investment ideas and philosophies, macroeconomic policies, and trends in technology and innovation. His works and opinions have been published on Yahoo! Finance, TheStreet.com, Marketwatch, Business Insider, and Seeking Alpha. While still at the Wall St. Cheat Sheet, Elliot rejoined Chimera Securities, LLC to manage the firm’s first long/short investment portfolio. Elliot holds the Chartered Financial Analyst (CFA) designation as well as a Juris Doctor from Brooklyn Law School. He also holds a Bachelor of Arts degree from Emory University where he double majored in Political Science and Philosophy. Elliot lives with his wife Emily and daughters Samantha and Jillian in Stamford, Connecticut. He likes skiing, hiking and finding cheap stocks, all off the beaten path.
Before joining RGA, Ryan was a Founder and Principal at Pine Bluffs Capital Management LLC, a value-added multifamily real estate investment company. Ryan focused on investing growth capital into developing regions within the Midwest and overseeing capital improvements. He began his career as an Investment Banking Analyst at Harris Williams & Co., where he acted as a sell-side advisor on transactions ranging from $100M to $700M within the food, beverage, and pet industries. Ryan has previously worked with RGA on two occasions as a summer research analyst and shares a deep passion for markets and data. He graduated with a B.B.A. from the University of Michigan – Ross School of Business with an emphasis in finance and technical operations. Ryan lives in Denver, Colorado. He enjoys snowboarding, climbing, walking his dog, and making well-informed long-term investments.
Before joining RGA, Bill invested his family’s capital. Over that time, he oversaw estate planning, family budgeting, end of life care, and asset management. Bill began his career as a credit analyst at BMO Harris Bank, where he underwrote loans to various corporate clients. He left BMO Harris to pursue a lifelong wealth management education.
Bill has a passion for fostering conversation; especially conversations about money and inter family dynamics. He enjoys his family, coaching flag football, golf, and his golden retriever. He has three sons and has been happily married for over a decade.
Candice brings over 15 years of experience in business administration, operations, and executive support, providing strategic, solutions-driven assistance to leadership teams. With a strong background in optimizing business functions and streamlining processes, she ensures seamless execution across all areas of executive support.
Holding a master’s degree in Human Resources Development, Candice also has expertise in HR functions, including onboarding, compliance coordination, and employee engagement. Her ability to manage complex workflows and enhance organizational efficiency enables Soundview Private Wealth’s leadership to focus on delivering exceptional service and results to clients.
Originally from California, Candice now calls Texas home. She is passionate about creating structure and efficiency, ensuring that businesses run smoothly and leaders can concentrate on strategic growth….
