A complete list of active advisors currently associated with Seawise Financial, Inc.

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

Seawise Financial provides investment management and financial planning primarily to individual and high‑net‑worth clients, and also offers retirement plan consulting and business‑planning advice for employers. Services include ongoing portfolio supervision as well as one‑time, project‑based planning engagements. The firm develops client‑specific investment policy statements and primarily implements passive portfolios using index mutual funds and ETFs, while also applying fundamental and cyclical analysis and, when appropriate, engaging outside managers. Financial planning is offered as an integrated service for advisory clients at no additional fee, with separate hourly project planning available for other engagements. Distinctive elements include a relatively high household account minimum of $750,000 (subject to waiver) while managing roughly $75 million for a modest client base, suggesting selective intake and a compact advisory team. The principal is CFP®‑certified, the support staff includes a part‑time healthcare professional in client service, and the firm does not vote client proxies (clients retain proxy‑voting responsibility).

To learn more about the advisors currently working at Seawise Financial, 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.