A higher level of complexity requires a higher level of experience

A Registered Investment Advisory Firm. Read our full company disclosure.


Why SEIA?

Explore Our Services

 
*Growth is not guaranteed. Investing involves risk, and the value of your investments may gain or lose money.

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

$10.3
Billion

Assets managed as of 9.30.2019

SEIA & its affiliates

Since
1997

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

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