A complete list of active advisors currently associated with Seaside Wealth Management, Inc.

Warmer can help you find a great advisor at Seaside Wealth Management, Inc. or one who fits your needs even better.

Seaside Wealth Management advises individuals, high‑net‑worth clients, and employer plan sponsors, offering discretionary asset management, financial planning, and retirement plan consulting. The firm also recommends and oversees third‑party money managers and provides standalone planning or consulting engagements. Its investment approach is grounded in modern portfolio theory and academic research from providers such as Dimensional Fund Advisors, Vanguard, and BlackRock, favoring passive/indexed vehicles, broad asset allocation, and disciplined rebalancing across ETFs, mutual funds, individual stocks, and municipal bonds. Seaside also manages held‑away retirement and HSA accounts using Pontera for tax‑efficient asset location and opportunistic rebalancing, and it conducts due diligence and ongoing reviews of recommended third‑party managers (the firm covers Pontera’s 0.25% fee). Distinctive features include the firm’s use of client testimonials in advertising (while stating it does not pay for endorsements) and disclosures that its representatives are registered representatives of Purshe Kaplan Sterling and licensed insurance agents, which creates potential conflicts of interest the brochure states the firm seeks to manage. Seaside typically requires a $1,000,000 minimum for its asset management service but may waive or reduce that threshold, reflecting a focus on larger accounts within its roughly eight‑advisor team.

To learn more about the advisors currently working at Seaside Wealth Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.