Seaside Wealth Management

Aug 2023

Brad and the Seaside team are easy to work with. They asked us our goals, our preferences to risk and safety and developed a plan to fit our personal needs. We have reached retirement, and they are helping us through every detail and timing of it. I feel confident that the plan set up for us personally is the best plan for us and will take us through the future with peace and resources to live on. Throw in some extra vacations and we’re good to go. I highly recommend Brad and his team at seaside for any of your financial needs

Aug 2023

Having been a client of Brad and the SWM Team for four years, have been extremely happy with their level of service and expertise exhibited during this time. Their consistent communication through various means (in-person meetings, email, newsletters, blogs, videos, etc.) is outstanding. The trust factor is also very important and they have definitely earned that trust. The personal financial plan including investment options developed for me was explained thoroughly, sought my input, and is aligned with my risk tolerance and current retiree status. Required administrative items associated with IRA accounts are handled flawlessly. In summary, could not be more happy with...read full review

Aug 2023

Seaside Wealth Management... Brad Lineberger and his team... are exceptional. I completely trust them with my financial planning and my retirement strategy. They have been my financial partner since 2016 and I am very happy with the service, results, and relationship.