Greenwhich, CT Office

Seaside Financial & Insurance Services provides investment advisory and financial planning services to individuals, pension and profit‑sharing plans, businesses, charitable organizations, and trusts and estates. The firm offers portfolio management, standalone and ongoing financial planning, pension consulting, and access to a broad range of securities and insurance products, and it may recommend third‑party managers or platforms.

The firm generally emphasizes fundamental analysis and a long‑term investment orientation and prepares an Investment Policy Statement for each client, with ongoing monitoring and rebalancing under discretionary authority. Seaside uses third‑party research and financial planning software (e.g., Morningstar, eMoney), discloses the use of AI tools to assist in drafting client materials, and may recommend tax‑overlay or third‑party platforms such as JPMorgan 55ip (which charge separate fees).

Noteworthy for a firm of its size, Seaside’s advisory representatives also engage in broker‑dealer and insurance activities: the brochure discloses a registered‑representative relationship with Fortune Financial Services, Inc. and that certain representatives are licensed insurance agents who may receive commissions, and the firm conducts no‑cost educational seminars and offers ancillary services such as trust accounting and business consulting. The firm manages roughly $81 million in discretionary assets, recently transitioned to state registration, and discloses specific conflict‑mitigation practices (for example, limiting advisory charges on commission‑based products and providing full disclosure of affiliations).