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Seascape Wealth Management

Name: Seascape Wealth Management
Address: 2714 Redbridge Road, Tracy, CA, 95377, US
Telephone: (808) 342-8307

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Financial Consultant in Tracy

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2714 Redbridge Road Tracy CA, 95377

(808) 342-8307

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General Description

Seascape Wealth Management, led by Chartered Retirement Planning Counselor Shad Roundy, delivers comprehensive financial planning and investment services to clients throughout Tracy, CA, and beyond. This independent wealth management firm specializes in retirement planning, estate planning, and customized income strategies designed to help clients achieve their long-term financial goals. The practice offers a full spectrum of services including risk management strategies, portfolio tax planning, wealth transfer strategies, and social security tactics. Clients benefit from collaborative relationships with CPAs, elder care specialists, and local estate planning attorneys, ensuring holistic financial guidance.