Seaview Wealth Management

CONNECT

Address:

2006 Highway 71, Suite 1
Spring Lake, NJ 07762

Phone:

(732) 800-8400

Fax/Other:

(732)-800-0622

Our Core Beliefs

Seaview Wealth Management focuses on you and your unique set of financial circumstances. We specialize in helping individuals experiencing significant financial transitions in the areas of retirement, widowhood or divorce. We believe that getting to know you and understanding your personal needs allows us to create a customized wealth management strategy aligned with your goals and objectives. By building a lasting, personal relationship with you, we're able to help anticipate your needs and plan for the future.

As a privately owned, independent firm, we work in our clients' best interest, offering objective advice while tailoring solutions to meet your specific needs.  We believe that a true wealth management plan is not about beating the market. It's about balancing risks versus returns, managing the tax implications of your investments and planning for every stage of your life. We partner with our clients, helping address every aspect of your financial life, often acting as your personal CFO. 

The Seaview Standard 

  1. All clients will be treated fairly and with respect
  2. We speak in simple terms-in other words, no financial jargon
  3. Fully transparent-we will explain our services and how we are compensated 
  4. Accountability - we say what we do, and do what we say

We invite you to call us at (732) 800-8400 to schedule a consultation and discover how we can help you pursue your financial goals.

Independence Powered by LPL Financial, the nation's largest independent broker/dealer.*

*As reported by Financial Planning magazine. June 1996-2018, based on total revenue.