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Our Story

Founding Seapoint Wealth Advisors fulfills Chad’s goal of creating a firm that provides a higher level of service where he can offer advice customized to each client’s specific situation. For more than 20 years, Chad has been assisting others to feel confident about their future. He looks forward to that continuing as President and Founder of Seapoint Wealth Advisors.

San Diego, known for its beaches and the sea, is the home of Seapoint Wealth Advisors. The name Seapoint intertwines the sea and point as it relates to various points encountered throughout life. It is calming when life is on a smooth path, but we can experience brief periods of turbulence when unpredicted changes occur. Our goal is to help our clients navigate those periods of turbulence and point them in the direction of long-term success.

Seapoint Wealth Advisors is here to guide our clients through every point and phase in life using our customized, Goals-Based Wealth Management process. The team strives to use this process to guide each client to their ultimate retirement goals.

We help our clients navigate those periods of turbulence and point them in the direction of long-term success.

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