About Seaside Wealth Management
Reviews for Seaside Wealth Management
Write a reviewHours
Monday: 8AM - 5PM
Tuesday: 8AM - 5PM
Wednesday: 8AM - 5PM
Thursday: 8AM - 5PM
Friday: 8AM - 4PM
Saturday: ClosedSunday: Closed
Seaside Wealth Management is a financial planning company that provides personalized service to its clients. The team, led by Matt Callahan, is known for being honest, straightforward, and hardworking. Clients appreciate the team's ability to understand their individual needs and develop tailored plans to achieve their financial goals. The company's expertise covers a range of areas, including college expenses, retirement planning, and business management. Whether clients are preparing for retirement, navigating a significant life change, or simply seeking financial peace of mind, Seaside Wealth Management is committed to providing guidance and support every step of the way. Many customers consider them their trusted "go to" for financial planning and investing, from the initial planning stages to deploying their family wealth for both short-term needs and long-term legacy building. The team’s professionalism and knowledge give clients confidence in their financial future. Their personalized approach and dedication make them a reliable partner in managing finances.
Working with Brad and Matt and the Team at Seaside Wealth Management has been an exceptional experience. They are incredibly knowledgeable and thoughtful in how they approach every situation, but what truly sets them apart is how much they genuinely care about their clients.
They go far beyond what you’d expect from a financial advisory team, taking the time to explain, support, and guide with patience and clarity.
They are kind, responsive, and a joy to work with, and they make you feel completely at ease throughout the process.
Seaside doesn’t feel like just a firm you work with, it really feels like family.
Excellent service and results. Have enjoyed the frank conversations and strategizing around my family and personal goals.
Anyone looking for an advisory team who puts your priorities first over profits, don’t need to look any further.
Brad and his team are the best. I met Brad a while back at a seminar he conducts for future retirees. It was a wealth of knowledge and I then decided to hire him as our financial adviser. It was the best decision. He is easy to work with, knows his stuff and will lead you in the right direction with your investments. Hiring him will be one on the best decisions you can make for your future.