Seaside Wealth Management
Avoid Wealth Erosion With A Proven System
Turn savings into sustainable income to last through a long retirement with a framework that covers fluctuating tax rules and increasing inflation.
15+ Years
in business
300+ Households
successfully served
$460M+
in assets guided
This Is How You
Support A 30+ Year Retirement
Get a plan that turns your lifetime savings into dependable income, designed to adapt as your life, taxes, and markets change.
Why Seaside Wealth Management
Modern Longevity
Every Dollar Comes From
Your Cash Flow
Make Money Last
Protect The Wealth You’ve Built
Other plans aren't built for modern longevity. With Seaside Wealth Management, you can experience your retirement years on your terms with peace of mind knowing it will last.
Confidence Your Money Will Last
Get a clear understanding of how long your savings need to last and a plan built to support that reality.
Freedom
to Spend
Know what your retirement can sustainably support, and enjoy travel, family, and lifestyle choices with confidence.
Reduced
Lifetime Taxes
Understand how tax coordination keeps more of your money working for you over decades.
Less Stress,
Fewer Surprises
Reduce uncertainty and prevent costly mistakes with clear guardrails and planning.
A Plan You
Actually Use
Get a living strategy that guides decisions year after year. Not a binder on the shelf.
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.
Rick
Matt Callahan did a superior job explaining my financial portfolio.
I feel very confident about my financial future. The Seaside team is very professional, and knowledgeable.
I am very happy to have Matt and the Seaside team. I highly recommend them.
Jann
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.
Jose
My husband and I are so happy that we turned our investment planning over to Brad Lineberger with Seaside Wealth.
Brad took the time to get to know us personally and crafted a portfolio that meets our needs and objectives. He regularly reviews our goals with us to discuss additional strategies that can help ensure our long term financial success.
Seaside Wealth provides information to its clients on a wide range of topics too; not just what's happening in the market. We highly recommend Brad and Seaside Wealth Management.
Marcie
Brad Lineberger and his team at Seaside Wealth Manager have been our financial advisors for a number of years. My wife Elaine and I are very happy with Brad's services and have recommended him to a number of friends and relatives.
He contacts us regularly and has always been available to us when we need help. Over time we have met personally in his office, we've had telephone meetings, and we've had Zoom sessions -- whatever format works best for us at the time. After our meetings Brad has done an excellent job os follow-up and doesn't lose sight of his "to-dos" or ours.
In our estimation the most important qualities for a financial advisor are integrity, dedication, and communication skills. Brad is excellent in all of these areas. As a result we have three generations of our family happily working with Brad and the Seaside team.
Jeff
How Seaside Wealth Management Helps You Enjoy Your Wealth
By proactively managing taxes, stress-testing your retirement against inflation, and coordinating your entire financial life, we give you the peace of mind that comes from knowing your savings will last.
OUR SERVICES
A comprehensive planning system that integrates retirement income, taxes, investments, and family considerations to support a 30+ year retirement.
Year-by-year income mapping that coordinates Social Security, portfolio withdrawals, pensions, and reserves.
Advanced tax planning that accounts for taxation, provisional income thresholds, Roth conversion windows, and RMD timing.
A spending framework built on modern life expectancy and inflation—designed to adapt as markets, tax laws, and circumstances change.
Regular reviews that stress-test your plan against market volatility, inflation, and tax changes, ensuring your strategy evolves alongside your life.
Learn More About Our Approach To Investing
Turn Your Savings Into A System That Lasts
Schedule a conversation today and see what your retirement can truly support.
BOOK A CALL
