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 serves individuals, high‑net‑worth clients, and employer plan sponsors, providing discretionary portfolio management, retirement plan consulting, and both ongoing and project‑based financial planning. The firm manages roughly $75 million in discretionary assets across a small client base and may recommend third‑party outside managers to implement client portfolios. Seawise primarily employs a passive investment approach, constructing diversified allocations using index mutual funds and ETFs while also incorporating fundamental and cyclical analysis into its process. Portfolios are managed on a discretionary basis and are guided by client‑specific investment policy statements; the firm permits reasonable client‑imposed restrictions and conducts periodic reviews of outside managers when they are used. Compared with many peers, Seawise maintains a relatively high household account minimum (which may be waived) and explicitly combines individual wealth management with retirement plan consulting and business‑planning services for employers. The advisory team includes a CFP‑designated principal and a client service associate who continues part‑time clinical work as an occupational therapist, an uncommon staffing mix that may shape service to healthcare professionals and business‑owner clients.

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.