Contact Us
General Inquiries
Have questions? Please send them using the form below, filling out at least the Quick Contact Information, and as many of the additional fields as possible.
We are fiduciary advisors, legally required to act in your best interests. All inquiries are confidential.
Inquiries About
Annuities and Insurance Products
Seva Wealth Management provides a variety of annuities and insurance products if, through the personalized, comprehensive financial planning process, we deem that such products are in your best interest and materially contribute to your personalized, comprehensive financial plan and achieving your financial goals.
Please see the Annuities and Insurance Primer for a description of these products. (Link to the Primer)
If you think that an annuity and/or insurance products would be of benefit to you and your family, please provide the requested information in the sections below, and we will follow up with you to complete the personalized, comprehensive financial planning process. If, through this process, we deem that any of these products are in your best interest and will materially contribute to your personalized, comprehensive financial plan, we will suggest the most suitable products for your situation.
Request for Planning Regarding Annuities
Please provide the following information if you think an annuity might benefit you in your retirement planning, and we will follow up with you to schedule time to meet.
Request for Planning Regarding Insurance Products
Please provide the following information if you think that life insurance, disability insurance, and/or long-term care insurance would benefit you and your family, and we will follow up with you to schedule time to meet.
Schedule a Meeting
Logins
For Everyone:
Map Your Finances and Take the First Steps
in Financial Planning on Your Own
Would you like to get started on your own now to map out your financial condition, using this valuable tool that help you securely view and analyze, all in one place:
- What you OWN – your savings, investments, real estate holdings, and other assets
- What you OWE – your debts and liabilities
- Your NET WORTH – this is the net of what you own, minus what you owe
- What you EARN – your income
- Where do your earnings GO? – your expenses
- Your current risk management/insurance products
You can securely map your personal financial landscape with no cost or obligation, by creating your own Seva Wealth Management Right Capital Express account.
This tool will be of great benefit to you for understanding your personal spending patterns and tracking your wealth. It will also give you an introduction to some of the elements of financial planning that you can explore on your own, with no obligation to engage in an advisory relationship with us.
If you use this tool and we agree to work together to develop a personalized, comprehensive financial plan for you, it will save much time in our initial meetings, and allow us to put more attention on having meaningful discussions about your financial situation and goals, since much of your financial information will already be available. We will build upon the data you have provided using this tool as we develop your comprehensive financial plan.
For Clients
We will use this portal to build and track your personalized, comprehensive financial plan and your unique financial situation. Here you can:
- Securely map your finances
- Track what you OWN, what you OWE, what you EARN, and where your earnings GO
- Track your Net Worth and wealth and how it changes over time
- Check your risk tolerance and risk capacity
- Securely upload documents
Log in to access account information for your accounts managed by Seva Wealth Management at the following custodians: