Seabreeze Wealth Advisors is founded and led by Julie Ping He, an award-winning investment manager with 30+ years of experience, a CFP® professional, and a fiduciary to her clients.
Seabreeze Wealth Advisors takes a comprehensive, long-term approach to helping our clients achieve their financial goals and objectives. We help grow, protect and transfer wealth in a way that aligns money with our client's life goals, values and legacy. We go beyond simple investment advice and we integrate multiple financial services under one coordinated plan, which may include the following services:
1. Investment Management
• Portfolio design and diversification
• Active, hands-on portfolio optimization
• Asset allocation based on risk tolerance and goals
2. Financial Planning
• Strategies to increase net worth
• Equity event planning (RSU's, stock options, business exit)
• Retirement planning, cash flow analysis
3. Tax Strategy
• Tax-efficient investing
• Capital gains and income tax planning
• Coordination with CPA's
4. Estate and Legacy Planning
• Wealth transfer strategies, beneficiary planning
• Coordination with estate attorneys on wills and trusts
• Charitable giving and philanthropy
5. Risk Management
• Review client's life, disability, and business liability coverage
• Asset protection and capital preservation
6. Business Owner Advisory
• Succession planning
• Liquidity and exit strategies
7. Family Education and Governance
• Next-generation financial education
• Family values and legacy decision making
Our process: In an initial no-cost, no-obligation consultation, we will get to know each other and explore your expectations. After understanding your personal, family, business, and financial goals, we will help you gather appropriate information and documents so we can interpret and analyze them. We will collaborate and develop wealth management strategies that suit your unique situation.