Seaview Wealth Management is a full-service wealth management firm located in Spring Lake, New Jersey. They offer a range of financial planning and wealth management services, including guided wealth portfolios and insurance protection, tailored to help clients achieve their financial goals. With a team of experienced professionals, including CERTIFIED FINANCIAL PLANNER™ professionals, they provide customized and hands-on solutions to ensure financial success. Seaview Wealth Management operates with a fiduciary duty, always acting in the best interest of their clients when providing financial advice.
Independently powered by LPL Financial, the nation's largest independent broker-dealer, Seaview Wealth Management has established a reputation for excellence in the industry. Their founder, Debra Fournier, has been recognized and quoted in reputable publications such as Kiplinger's Personal Finance Magazine and AOL Daily Finance Magazine. With a commitment to empowering women in their financial journey, Seaview Wealth Management offers specialized services for women in transition, divorce planning, and women in business. Clients can expect a personalized approach and flexible options for financial planning, whether it's hourly, subscription, or flat-fee planning.
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