Seaview Wealth Management

CONNECT

Address:

2006 Highway 71, Suite 1
Spring Lake, NJ 07762

Phone:

(732) 800-8400

Fax/Other:

(732)-800-0622

Ongoing Service

  • Quarterly "check-ins"
  • Annual Financial Planning Meeting
  • Collaborate with Estate planning attorney and CPA
  • Quarterly Performance Reporting
  • Weekly Market updates
  • Client Appreciation Events
  • Education events and seminars
  • Access to advisor and team for questions, with a 24-hour response time guarantee
  • Facilitation of family finance meetings