Seawise Financial was created as a destination to help busy professionals and retirees achieve peace of mind in their financial lives so they can spend their free time pursuing what they love to do. Together we assist our clients in keeping more of what they make, partner in growing their wealth, and help them sleep at night knowing they have a path for the future they want to live.
We approach our relationships with our clients much differently than big Wall Street firms, banks, and insurance companies. We are a fee-only fiduciary advisory firm which allows us to act in your best interest 100% of the time – we do not sell products or receive commissions.
Based in north San Diego county, we leverage the latest technology which enables us to work with clients regardless of where they are located. This ensures we can provide the advice you need on your terms – whether that is meeting us in person or virtually.
We take pride in helping our clients make smart financial decisions without relying on financial jargon or complex solutions. This allows them to enjoy the freedom, confidence, and piece of mind knowing they are on a good path to financial success both today and in the future.