Awards
Forbes 2024 Best-In-State Wealth Management Team
Seaport Wealth Management Named to Forbes Best in State Wealth Management Teams List
Forbes 2023 Best-In-State Wealth Advisors
Paul Vaida and Jared Bloxsom have been named to the Forbes 2023 Best-In-State Wealth Advisors list. “Congratulations to Paul and Jared for receiving this prestigious recognition, which is a testament to their commitment to offering the highest standard of success in financial relationships. Paul Vaida & Jared Bloxsom represent the best of our industry,” said Kevin Reed, President of Janney's Private Client Group.The Forbes Best-in-State Wealth Advisors rankings was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking.
Forbes 2023 Best-In-State Wealth Management Team
Seaport Wealth Management Named to Forbes Best in State Wealth Management Teams List
Our Team
With over 100 years of combined industry experience, Seaport Wealth Management strives to help you to define your financial objectives, and then use that knowledge to develop — together — a plan that is tailored to fit your unique needs and preferences, and is in your best interest. We’re proud to offer comprehensive financial planning resources, providing you access to education, advice, planning, and consultation.
... Read more.
Read less.
Paul F. Vaida, CFP®
Executive Vice President / Wealth Management, Financial Advisor
Jared W. Bloxsom, CFP®, CRPC®
Executive Vice President / Wealth Management, Financial Advisor
Barry J. Saluk
First Vice President / Wealth Management, Financial Advisor
Andrew Lawson, CFP®, AWMA®
First Vice President / Wealth Management, Financial Advisor
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Virtual Meetings
We're able to meet with you in person or virtually to discuss your financial needs.
Beyond Investing. Connecting.
When you work with us it’s about going beyond investing. It’s about connecting your life and your finances in a way that makes sense for you, partnering through each stage of life.
College Saving and Funding Plans
As the price of education continues to rise, affording the cost of college requires a customized plan to meet your funding needs, while balancing other expenses and goals.
Community Involvement
We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.
Events
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
October 01, 2024
Estate Planning for Procrastinators
While you cannot predict serious illness or accidents, for your peace of mind now and your family's financial future, be prepared in advance with proper estate planning.
September 11, 2024
The Washington Update
Year-End Planning & Election Update with Jeff Bush.
Join our exclusive virtual seminar!
Political and financial correspondent Jeff Bush of The Washington Update will provide a nonpartisan analysis of what’s going on in Washington, the potential implications of the presidential election, and planning strategies that can help you keep your financial goals on track.
Only those who register and attend can access the post-event recording, so don’t miss out!
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
October Investment Perspectives
We take a closer look at economic activity in China, the potential changes to tax exemptions and what that might mean for munis, and how earnings expectations drive stock prices.
Status and Investment Implications of Infrastructure, Clean Energy, and Semiconductor Spending Acts
In this special report, our Investment Strategy Groups discusses the investment impacts of recent major government spending initiatives.
Here’s What You Can Do to Prevent Check Fraud
Instances of check fraud are on the rise in the U.S. Here are some best practices to help you avoid becoming a victim.
Office Information
Phone:
Email:
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.