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Our Expertise

  • Our Expertise

Your Life and Wealth, Perfectly Aligned

We are your trusted partner in creating long-term financial strategies tailored to your unique lifestyle and aspirations. From wealth management to legacy planning, we provide clarity, confidence, and a path toward your vision of success. Here are the solutions we offer to help you build a secure and prosperous financial future

Wealth Management Services

Investment Advisory

  • Bespoke Portfolio Design
  • Dynamic Asset Allocation
  • Advanced Tax Optimization
  • Risk and Liquidity Management
  • Access to Private Markets and Direct Investing

Financial Planning

  • Comprehensive financial goal-setting
  • Retirement planning and cash flow analysis
  • Education funding strategies

Tax Strategy and Planning

  • Income tax planning
  • Tax-efficient withdrawals and distributions
  • Tax-loss harvesting
  • Coordination with external tax advisors

Estate and Legacy Planning

  • Trust and estate structuring
  • Multigenerational wealth transfer
  • Charitable giving strategies
  • Coordination with estate attorneys

Family Office and Lifestyle Services

Financial Administration and Reporting

  • Aggregated account and net worth reporting
  • Bill payment and cash management
  • Expense tracking and budgeting

Risk Management and Insurance

  • Insurance review and gap analysis
  • Life, disability, and long-term care insurance
  • Property and casualty insurance coordination

Family Governance and Education

  • Family mission statement development
  • Financial literacy education for heirs
  • Family meeting facilitation

Lifestyle and Concierge Services

  • Assistance with major purchases (real estate, vehicles, etc.)
  • Philanthropic planning and foundation management
  • Travel and luxury lifestyle support

Specialized Services

Business Advisory and Succession Planning

  • Strategic business consulting
  • Valuation and sale of business interests
  • Family business continuity planning

Private Investing and Direct Deals

  • Identification of direct investment opportunities
  • Due diligence and execution
  • Co-investments alongside family office networks

Real Estate Advisory

  • Investment property analysis and acquisition
  • Ongoing property management oversight
  • 1031 exchange planning

Tax-Advantaged Investment Vehicles

  • Opportunity zone investments
  • Donor-advised funds and charitable trusts
  • Perpetual income bonds and structured notes

Exclusive Offerings for HNW Clients

Customized Wealth Strategies

  • Tailored financial solutions for complex asset structures
  • Offshore investment management and trust planning

Private Capital Access

  • Access to exclusive funds and private placements
  • Strategic partnerships with institutional investment managers

Family Health and Wellness Programs

  • Concierge healthcare services coordination
  • Mental health and wellness initiatives

Philanthropic Strategy Development

  • Helping families define their charitable mission and values
  • Creating a giving plan that aligns with personal and financial goals
  • Our Team

Meet Our Team

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Jason Gilbert

Managing Partner, President
Executive Management and Investments

Elliot Turner

Managing Partner, CIO
Executive Management and Investments

Ryan King

Senior Investment Advisor and Analyst
Investments

John Helkowski

CPA Tax and Business Strategy Partner
Tax Advisory

Philip V. Bouklas

Esq Of Counsil, Estate and Succession Planning
Estate Planning

Christopher Acheson

CPFA Insurance and Risk Strategist
Risk Management

Candice Dickerson

Executive Assistant
Operations

Laura Kelly

Controller
Operations

Jason Gilbert

Managing Partner, President
Executive Management and Investments

Elliot Turner

Managing Partner, CIO
Executive Management and Investments

Ryan King

Senior Investment Advisor and Analyst
Investments

John Helkowski

CPA Tax and Business Strategy Partner
Tax Advisory

Philip V. Bouklas

Esq Of Counsil, Estate and Succession Planning
Estate Planning

Christopher Acheson

CPFA Insurance and Risk Strategist
Risk Management

Liz Blum

Executive Assistant
Operations

Laura Kelly

Controller
Operations
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Your trusted partner in financial success. Discover how we can support your journey with expert insights and tailored strategies.

Address

185 Great Neck Road, Fourth Floor, Great Neck, NY 11021.

Email

Phone

+1 (212) 540 3311

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Copyright ©2026 Soundview Private Wealth

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.

Jason Gilbert

Managing Partner, President

Executive Management and Investments

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.

Elliot Turner

Managing Partner, CIO

Executive Management and Investments

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.

Ryan King

Senior Investment Advisor and Analyst

Investments

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.

John Helkowski

CPA Tax and Business Strategy Partner

Tax Advisory

John brings decades of expertise in taxation and strategic business planning to his role as a trusted advisor within our multi-family office. Renowned for his ability to help clients maximize opportunities and achieve their goals, John provides tailored guidance to high-net-worth individuals and nationally recognized companies across industries, including construction trades, retail chains, hospitality, and e-commerce. John’s collaborative approach ensures that his clients benefit from proactive, forward-thinking strategies designed to align with their unique objectives.
By leveraging his deep knowledge and experience, John plays a vital role in our team, offering insights that inform sound financial decision-making and create lasting value. Committed to excellence, John also leads continuing education and quality control initiatives, fostering growth and development within his profession. His dedication extends beyond his clients to charitable organizations, where he actively supports various causes. With a proven track record of delivering results, John is an invaluable partner in navigating the complexities of tax and business strategy.

Philip V. Bouklas

Esq Of Counsil, Estate and Succession Planning

Estate Planning

Philip V. Bouklas brings over two decades of expertise in estate planning, business succession, and wealth transfer strategies to our multi-family office. As a trusted advisor to high-net-worth individuals, families, and business owners, Philip specializes in creating customized solutions to address complex family and tax issues while ensuring the seamless transfer of wealth in alignment with clients’ wishes. In collaboration with our team, Philip provides sophisticated counsel on estate planning, corporate structuring, and transactional matters, delivering integrated strategies that align with clients’ broader financial goals. His extensive experience in representing business owners, administering estates, and navigating contested proceedings in Surrogate’s Court positions him as an invaluable resource for clients facing intricate planning or legal challenges. Recognized for his thought leadership, Philip is a frequent speaker on estate planning topics and has been quoted in prominent publications such as The Wall Street Journal. A Registered Trusts and Estates Practitioner (TEP), Philip is committed to helping clients protect their legacy and achieve peace of mind through forward-thinking legal and financial solutions.

Christopher Acheson

CPFA Insurance and Risk Strategist

Risk Management

Chris collaborates closely with our multi-family office team to deliver comprehensive, tailored insurance strategies that align with the unique needs of high-net-worth individuals, families, and business executives. Drawing on his expertise and a deep understanding of risk management, Chris works seamlessly with our advisors to uncover gaps, identify opportunities, and design thoughtful solutions that protect and enhance wealth. By integrating insurance planning into a broader financial strategy, Chris ensures that every recommendation is both practical and purpose-driven, supporting long-term goals. His commitment to clear communication and personalized service makes him an invaluable partner in safeguarding the financial well-being of our clients. As part of our team, Chris brings a collaborative approach, helping to deliver the sophisticated, client-centered advice that defines our firm.

Candice Dickerson

Executive Assistant

Operations

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….

Laura Kelly

Controller

Operations

Laura Kelly is an experienced accounting professional with nearly 20 years of experience, specializing in helping small to medium-sized businesses thrive by improving their understanding of their financials. She has a passion for learning and implementing technology to streamline and optimize financial operations for her clients. She also serves as the Board Chair for a non-profit whose mission is to remove barriers to outdoor experiences. Laura lives in Pittsburgh, PA with her husband and two kids. In her spare time, she loves getting outside with her family and enjoying a bike ride or kayak paddle along the three rivers of Pittsburgh.

Client Login

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

Client Portal
Charles Schwab
Planning Portal