A registered investment advisory firm offering investment management and financial planning

Assets custodied at Charles Schwab & Co., Inc. and Fidelity Institutional Wealth Services

Wealth Management

SEIA combines its foundation in investment management and financial planning with advanced advisory services to create a truly customized client experience. Our holistic wealth management process includes the oversight and stewardship of all elements of your financial life.

Our Services

1

Investment Management

Offering Strategic, Tactical & Dynamic Asset Allocation Strategies with ongoing monitoring and performance reporting

Our Services

2

Comprehensive Financial Planning

Providing Financial, Estate, Retirement, Investment and Tax Planning with a CERTIFIED FINANCIAL PLANNERTMĀ professional

Our Services

3

Investment Solutions

Assessing and implementing College Savings and Retirement Strategies/Variable Products/401(k)s/Pensions (Signator Investors, Inc.**)

Our Services

4

Risk Management

Reviewing and implementing Life Insurance and Long-Term Care coverage for your estate

Our Services

5

Tax Planning

Collaborating with your tax professionals to provide Tax-Efficient Strategies

Our Services

6

Trust & Estate Planning

Consulting with attorneys to protect and preserve your legacy through Trust and Estate Planning

Our Services

7

Business Advisory Services

Working with business owners and ERISA fiduciaries to design Company Retirement Plans, Employee Benefits and Transition Planning

Our Services

8

Wealth Consulting

Providing counsel to families, couples and partners to bring continuity to future generations

Private Client Group

Reserved for affluent families, individuals and businesses who entrust SEIA with managing over $5 million in assets.

Exclusive

Special access to customized financial solutions, services and events.

Protect & Preserve

Your legacy with a plan that expresses your values, wishes and life lessons.

Socially Responsible Investing

Each individual client has their own criteria and areas of the community and society that they want to make a difference in. Their choice of investments can directly and indirectly make that impact. SEIA has done the due diligence and research necessary to provide all types of socially responsible funds.

Environmental

Investigates a company’s energy use, waste, pollution, natural resource conservation and animal treatment.

Social

The values of the supplier a company uses or a subsidiary owned by the company can be a reflection of how a business does business socially.

Governance

Screen for governance seeks out companies that have positive internal controls and promotes positive influences.

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