Seabreeze Wealth Management LLC. Is a full service independent financial planning firm.  Our firm focuses primarily on offering a fee-based investment advisory model for both individuals and small to medium sized businesses. Our firm has 75 years of combined experience in providing unbiased, customized attention in all areas of the financial industry.

Whether you’re still working and looking for a clear and obtainable path to your financial goals or you’re in the income distribution phase of your life looking to solidify succession plans, we follow a financial planning process that covers all aspects of your life.  We have aligned ourselves with experts in the Estate Planning, Tax-Planning and Insurance Industries in order provide our clients with the most comprehensive financial plan available.

Our belief has been and will always be the client/advisor relationship is paramount.  With a focus on establishing and building a relationship we are able to better meet the goals, objectives and address any concerns.  This has proven effective in not only managing our existing client base but also enables us to grow the firm organically by working with the extended family and friends.

Seabreeze Wealth Management, LLC strives to be your most TRUSTED advisor.