A plan for today, tomorrow and generations to come

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

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Jeffrey James Seidel, CFP, AWMA

Financial Advisor

What would you like to accomplish? What's important to you?

These are the two questions I start every meeting with. Over the last several years, I've worked with high net worth and highly compensated clients developing goal driven financial plans and investment strategies for themselves, their families, and their businesses. I strive to forge trusting and long lasting relationships with every client, which was paramount to building my practice shortly after the 2008 financial crises.

Coming from a family of teachers, educating and empowering my clients to make their financial decisions with confidence is at the core of what I do. As the CERTIFIED FINANCIAL PLANNER™ of ShorePath Wealth Management Group, I provide advice in the following areas:

  • Financial Planning and Investment Strategies
  • Cash-flow and Retirement Readiness Analysis
  • Executive Compensation and Benefit Strategies
  • Estate and Multi-generational Planning
  • Business Continuity and Succession Planning
  • Retirement Plans and Employee Benefits
  • Charitable Giving Strategies
  • Sustainable Investing Strategies

I'm a proud College of Charleston Alumni and avid supporter of the CofC Men's Rugby Team, where I  played in college. I'm a current board member of the rugby alumni association's non-profit, The Lowcountry Rugby Fund, dedicated to supporting youth rugby programs and instilling the values Rugby teaches on and off the field. When not at the office you'll find me on the golf course, running on the boardwalk, or on stage with my cover band performing throughout Monmouth County, NJ.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • FL
  • GA
  • IL
  • MA
  • MD
  • MI
  • MT
  • NC
  • NH
  • NJ
  • NV
  • NY
  • PA
  • SC
  • TN
  • TX
  • VA
  • VT

Education

  • B.S. Economics and Business Administration, College of Charleston

Credentials

  • Accredited Wealth Management Advisor
  • CERTIFIED FINANCIAL PLANNER™
2107 Route 34
Wall, NJ 07719
  • (732) 223-5690

Email Me

Focus on liquidity management

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