Seaside Wealth Advisors
Boutique wealth management for business owners scaling toward an exit and families planning what comes next.
Why Seaside
Six lanes. One wheel. Your investments, taxes, retirement income, estate, business, and private markets, steered from one place by people who’ve read the entire plan.
We’ve watched too many smart people get treated like a spreadsheet entry. Seaside was built for the people big firms overlook: business owners scaling toward an exit, families planning the next chapter, and professionals who know their plan should be doing more.
Internal Expense
0.04%
★★★★★ Reviews
40+
Building Plans Since
2012
Registered Investment Adviser · Custodied at Charles Schwab · ChFC®, RICP®, CLU®, AEP® on the team · Held to the fiduciary standard on the assets we manage.
None of this is personal advice. It's a window into how we think, and what your plan could look like in our hands.
Pair the conversion with a properly structured offset (direct indexing harvest, real-estate depreciation, or alternative income) and the after-tax cost can drop to a fraction of the bill your CPA quoted.
The version of indexing that harvests losses for years, not minutes. Same index exposure, smarter tax outcome, all at internal expenses below 0.05%.
A ~6% income sleeve so you never have to sell stock at the wrong time. Built around the income you need, not the percentage someone wrote on a Post-it.
Real-estate deals most advisors never bring up: some built for growth, some built for steady income. Curated for investors who qualify; positioned alongside the rest of your plan, not separately from it.
Yield without the duration risk of long bonds. Institutional-grade credit exposure for the part of your portfolio that needs to keep working.
From family-management LLCs to Roth-401(k) ownership structures: the playbook your CPA isn't writing for you. Where the real planning lives for owners scaling toward an exit.
