Owner/Financial Advisor: Shad Roundy
Broker Dealer/Advisory Services: Osaic Wealth
Clearing/Custody/Trading: BNY Pershing

I have been a Financial Advisor for over 11 years starting in 2013. I began in Honolulu, then managed the Edward Jones Ka'anapali branch in Lahaina, Maui for 2 years. I eventually moved to Tracy, CA where I directed the Downtown branch for 5 years. In 2021 I became a Senior Financial Advisor with Merrill Lynch Wealth Management.

In 2024 I started my own practice- Seascape Wealth Management. I have clients all over the country - concentrated in the San Francisco East Bay area, the Central Valley, and Hawaii. 

My work and life experiences have taught me to look beyond current events and take a wholistic view of financial goals and strategies. I understand the joys and struggles of family life, the challenges of running a business, the pain of losing a loved one, and preparing for the unexpected. As I've helped people throughout my life, I have truly seen how a solid financial plan brings confidence and security.

Seascape Wealth Management

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Seascape Wealth Management

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