A higher level of success requires a higher level of expertise

A Registered Investment Advisory Firm

A higher level of success requires a higher level of expertise

A Registered Investment Advisory Firm

A higher level of success requires a higher level of expertise

A Registered Investment Advisory Firm

A higher level of success requires a higher level of expertise

A Registered Investment Advisory Firm

as featured in

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Why SEIA?

Grow

protect and preserve your investments through comprehensive and ongoing wealth management services

Tailor

each investment
management portfolio to service your individual needs

Conduct

business with unparalleled integrity according to exceptionally high ethical standards

Maintain

your long-term goals and objectives as the absolute priority

Achieve

the highest levels of academic degrees and professional accreditation

Affirm

our commitment to the philanthropic needs of the local communities in which we live and work

$7.3
Billion

Assets managed as of 9.30.2017


Since
1997

A fiduciary, focused on providing unbiased investment, estate and financial planning

Custody Services by

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