Seeman Holtz is a wealth management & financial services company that has been exclusively serving the senior market since 1998. Our organization serves thousands of clients nationwide, helping them to plan & manage all aspects of their retirement. Seeman Holtz is headquartered in South Florida, and offers local offices from coast to coast. Regardless of where clients reside during the year, personal needs will always be met.
The success of Seeman Holtz centers around offering extraordinary client service & satisfaction. Seeman Holtz clients benefit from a team of experts dedicated to providing unique & customized financial retirement planning, in addition to outstanding customer service. Seeman Holtz provides specialized retirement planning & expertise in the following areas:
- ESTATE PLANNING & WEALTH TRANSFER
- CHRONIC ILLNESS PLANNING
- INVESTMENT GUIDANCE
- TAX COUNSELING
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Seeman Holtz handles every client differently with an individual and unique approach. Every client has a different set of circumstances, whether it’s health, finances, family structure and philosophy. Seeman Holtz works with the individual and family to develop and provide the best possible planning and results. There is no one plan that makes sense for all.Seeman Holtz also provides its clients with continual education through workshops, newsletters, the website, and other printed publications.
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