Taking a team-based approach to wealth management
At Seaside Wealth Management, our mission – in fact, our passion – is to provide superior personal service and outstanding financial planning for our clients. Our clients understand the value of independent investment advice.
Guided by our core values, we provide clarity, insight, and partnership so you can achieve your goals and have financial peace.
As President and Founder of Seaside Wealth Management, Brad Lineberger has created a unique, comprehensive wealth management firm that provides unbiased guidance and robust financial planning for individuals, families and small businesses. Brad helps his clients in clarifying their goals, navigating the issues that impact their finances and in creating financial peace for their future in retirement. Read More
Tina Vieregg is a financial planner at Seaside Wealth Management. She leverages her industry experience and technology background to ensure that financial plans and client engagement are optimal. What Tina enjoys most about her job is meeting the changing needs and goals of our clients. Read More
Operations and Client Service
Kate Guillen is in charge of Operations and Client Service at Seaside Wealth Management. She started her career in the financial services industry at DA Davidson. Kate worked alongside a team of financial advisors and assisted with servicing their client’s accounts. Read More
Al McKendrick is a Financial Advisor at Seaside Wealth Management. Al has been in the business for 56 years, and earned his CFP® designation in 1995. Al loves being “on the same side of the table” as his clients. Becoming a fee only advisor many years ago has been very rewarding. He is passionate about helping his clients find peace with their finances. Read More
Our Core Values
We are committed to understanding what is most important to you personally and financially, so we can work in close partnership to help you get from where you are today to where you want to be years, even decades from now. This is why we focus on building long-term relationships with every client.
We believe that the advice you receive should never be compromised. As independent financial advisors, we have an ethical and legal duty to put our clients first. We also believe it is important to treat every client the way we want to be treated.
As your situation changes and evolves, we communicate with you regularly to make sure your plan keeps pace and stays on track. We pride ourselves on being responsive and proactive with phone calls, emails, in-person reviews and educational events.
We are committed to constantly improving. Our goal is to provide you with the absolute best financial planning and client experience possible.
Clarity | Insight | Partnership
We provide you with clarity, helping you understand the things you should plan for, the things you should be concerned about and the things that you shouldn’t.
We provide you with insight, based on our experience and knowledge of investing and how markets work, as well as how best to achieve your goals.
We work as your partner, providing you with counsel on an ongoing basis and are a valuable resource as you make the best use of your financial resources to lead a fulfilling life.