Seabreeze Wealth Management, LLC is a full-service, independent financial planning firm located in Boca Raton, FL. With over 100 years of combined experience, their team of dedicated financial advisors provides personalized attention and comprehensive solutions to help individuals and families achieve their financial goals. As fiduciaries, they prioritize their clients' best interests and offer a fee-based planning and investment advisory model, ensuring that their success is aligned with their clients' success.
Seabreeze Wealth Management believes in establishing strong client-advisor relationships, gaining a deep understanding of their clients' needs and priorities. By offering a complimentary 'Discovery meeting,' they provide a platform for individuals to assess their financial situation, answer important questions, and develop a plan to stay on track. With a commitment to being their clients' most trusted advisor, Seabreeze Wealth Management strives to instill a sense of financial well-being, freedom of choice, and financial security in their clients' lives.
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