SEIA is a private wealth management firm whose fiduciary responsibility is to you. Our commitment to successful wealth management is built upon deeply rooted and meaningful client relationships. We combine the foundation of investment management and financial planning with advanced advisory services to create a truly customized client experience. Our advisory services include discretionary and non-discretionary investment management as well as investment consulting, retirement plan consulting, and financial planning. Along with our commitment to navigate the potential growth of your wealth, we help protect and preserve your estate by managing risk, developing efficient tax strategies, and planning for the distribution of your legacy.
