Seaview Wealth Management

At Seaview Wealth Management, we pride ourselves on being a full-service wealth management firm, dedicated to providing personalized financial guidance and solutions to individuals and families. Led by Debra Fournier, CFP, CDFA, our team of experts has over 25 years of combined experience in the financial industry. With a focus on financial transitions planning, particularly in the areas of retirement, widowhood, and divorce, we understand the complexities and challenges that come with these life-changing events.

Our Core Beliefs

As we navigate the ever-changing landscape of the financial world, we remain committed to our core beliefs:

• Personalization: We believe that every individual and family is unique, with distinct financial goals and aspirations. As such, we take the time to understand each client's individual circumstances and tailor our services to meet their specific needs.
• Transparency: We believe in transparency throughout every aspect of our services, ensuring that clients have a clear understanding of their financial situation and the resources available to achieve their goals.
• Expertise: With over 25 years of combined experience, our team of experts is dedicated to staying up-to-date on the latest financial trends, tools, and strategies to deliver the highest level of expertise to our clients.

Services

At Seaview Wealth Management, we offer a comprehensive range of services to help our clients achieve their financial goals, including:

• Financial Planning: We help individuals and families create a personalized financial plan, tailored to their unique needs and objectives.
• Wealth Management: Our team of experts provides guidance on investment strategies, portfolio construction, and risk management to help clients achieve their long-term financial goals.
• Guided Wealth Portfolios: Our online platform combines the benefits of a personal financial advisor with sophisticated technology, providing a highly effective and efficient way to manage investments.
• Insurance Protection: We offer a range of insurance products to protect clients' assets, ensure their financial security, and provide peace of mind.

Specialized Services for Women

At Seaview Wealth Management, we understand the unique financial challenges faced by women. Our specialized services for women include:

• Women in Transition: We provide guidance and support to women navigating significant life changes, such as divorce, widowhood, or career transitions.
• Women in Business: We help entrepreneurial women build and maintain their financial security, ensuring their business and personal goals are aligned with their financial objectives.
• Divorce Planning: Our team provides expert guidance to women navigating the financial aspects of divorce, ensuring a fair and equitable distribution of assets.

Join the Seaview Wealth Management Community

As a member of the Seaview Wealth Management community, you can expect:

• Personalized Service: Our dedicated team of experts will work closely with you to understand your unique financial goals and provide personalized guidance and support.
• Expert Guidance: We will stay up-to-date on the latest financial trends, tools, and strategies to ensure you have access to the highest level of expertise.
• Trust and Confidence: Our commitment to transparency, expertise, and personalized service will give you the trust and confidence you need to achieve your financial goals.