A higher level of complexity requires a higher level of experience
A Registered Investment Advisory Firm. Read our full company disclosure.
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
Pursue
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
$17.8
Billion
Assets managed as of 6/30/2023
SEIA & its affiliates
Since
1997
A fiduciary, focused on providing unbiased investment, estate and financial planning
