Seidman Wealth

Protect. Prosper. Peace of mind. 


Our mission is to help successful entrepreneurs, professionals, retirees, foundations and endowments achieve more for their families and for others.​

Our clients, while each have unique circumstances, come to us seeking effectively the same thing: "Make Me Money and Don't Lose It."

The wild and arbitrary swings of equity markets are something our clients neither need, nor desire, to experience. We take a conservative, prudent, and measured approach to helping our clients preserve and grow their wealth, such that where different markets are strong, we participate, and when they are not, we insulate. While some volatility must be accepted in order to generate returns above the risk-free rate, we are experts in building portfolios that mitigate that volatility dramatically, leading to a calm, serene, and profitable experience.

Purely impartial and objective in our advice, we work closely with our clients' tax and legal professionals to optimize their affairs, create their legacy, and achieve their goals that require time, planning and money.

 

"To invest successfully over a lifetime does not require an extraordinarily high IQ, unusual business insights or inside information.
What's needed is a sound intellectual framework for making decisions and the ability to keep emotions from eroding that framework.”
— Warren Buffett —

Wooden walkway over windy field

Tax & Estate Planning
Strategies 

 

Learn about strategies to help protect and enhance your wealth from our Tax & Estate Planning professionals.


Business ownership: The complete wealth spectrum
We look at the complete spectrum of your wealth because we recognize that as a business owner, you need integrated, more sophisticated planning: Business solutions in sync with your estate and retirement plans, as well as cohesive insurance, tax and investment strategies. Learn how we can assist you in growing and protecting your legacy.​

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Train arriving, symbolizing timely insights

Market research
Insights 

 

Get the latest market insights and trends from our internal research experts.

13 July 2020
The market & the economy: Two very different tales
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29 June 2020
What's wrong with my divs?
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July 2020
Investor Strategy: Opening Up
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Plan for all possibilities

National Post - January 9, 2012

For those who are active in market and, either through working with an Advisor or on their own through a discount broker, have experience in and an understanding of the markets.

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