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Professional Wealth Management through Personalized Service

Professional Wealth Management through Personalized Service

Oceanside Wealth Management is an Independent Financial Services Firm, servicing clients throughout the United States. Independently owned and having absolutely no ties to any proprietary securities or products,we are able to successfully and ethically serve our clients’ financial needs without any added pressures or quotas. Solid relationships serve as the foundation for our success as well as the catalyst for our future growth.

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Accountable. Trustworthy.

Accountable. Trustworthy.

Read our testimonials to see what are clients are saying…

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Our Roots are in big cities, our Hearts are here.

Our Roots are in big cities, our Hearts are here.

We use a systematic approach to servicing and assessing the needs of our clients. We use the following process to achieve this:

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Our Services

Serious Solutions for Serious Investors

Retirement Planning

Wealth Management

Financial Planning

Retirement Income Planning

Professional Money Management

401(k) Retirement Plans, Qualified Retirement Plans

Individual Retirement Accounts and Rollover IRA's

529 Qualified Tuition Plans

Annuities

Mutual Funds

Life Insurance

Long-term care, disability and critical illness

Retirement Planning

Retirement planning services focused on your goals, income needs, and the financial decisions you make every day. We’ll help you identify opportunities, manage risks, and implement a retirement income strategy no matter what phase of retirement you’re in.

Wealth Management

Client-centric wealth management services aimed at helping affluent individuals and couples preserve their wealth and enhance growth potential. We’ll help you make informed choices about your wealth so that you can enjoy the things that are important to you.

Financial Planning

Let’s create a financial plan that serves as a roadmap for your short and long-term investments. We’ll design a plan to help you reach your goals based on your most deeply held values

Retirement Income Planning

Retirement planning services focused on your goals, income needs, and the financial decisions you make every day. We’ll help you identify opportunities, manage risks, and implement a retirement income strategy no matter what phase of retirement you’re in.

Professional Money Management

Retirement planning services focused on your goals, income needs, and the financial decisions you make every day. We’ll help you identify opportunities, manage risks, and implement a retirement income strategy no matter what phase of retirement you’re in.

401(k) Retirement Plans, Qualified Retirement Plans

Retirement planning services focused on your goals, income needs, and the financial decisions you make every day. We’ll help you identify opportunities, manage risks, and implement a retirement income strategy no matter what phase of retirement you’re in.

Individual Retirement Accounts and Rollover IRA’s

Retirement planning services focused on your goals, income needs, and the financial decisions you make every day. We’ll help you identify opportunities, manage risks, and implement a retirement income strategy no matter what phase of retirement you’re in.

529 Qualified Tuition Plans

Retirement planning services focused on your goals, income needs, and the financial decisions you make every day. We’ll help you identify opportunities, manage risks, and implement a retirement income strategy no matter what phase of retirement you’re in.

Annuities

Retirement planning services focused on your goals, income needs, and the financial decisions you make every day. We’ll help you identify opportunities, manage risks, and implement a retirement income strategy no matter what phase of retirement you’re in.

Mutual Funds

Retirement planning services focused on your goals, income needs, and the financial decisions you make every day. We’ll help you identify opportunities, manage risks, and implement a retirement income strategy no matter what phase of retirement you’re in.

Life Insurance

Retirement planning services focused on your goals, income needs, and the financial decisions you make every day. We’ll help you identify opportunities, manage risks, and implement a retirement income strategy no matter what phase of retirement you’re in.

Long-term care, disability and critical illness

Retirement planning services focused on your goals, income needs, and the financial decisions you make every day. We’ll help you identify opportunities, manage risks, and implement a retirement income strategy no matter what phase of retirement you’re in.

Securities offered through J.W. Cole Financial, Inc. Member FINRA/SIPC.
Advisory services offered through JW Cole Advisory, Inc..
As Registered Representatives of J.W. Cole Financial, Inc., we must be properly registered in the state where you live in order to conduct securities related business with you. Sometimes our response to your request for information might be delayed in order to assure our compliance with this regulation. No information provided on this site is intended as a solicitation to buy or sell any security. The investments and services mentioned may not be available in every state. No security will be offered or sold to any person, in any state in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions.  J.W. Cole Financial, Inc.,  J.W. Cole Advisors Inc., Cisek Capital and Oceanside Wealth Management are unaffiliated.