Wealth Management Advisor · Partner
Allen Tyndall
Opens the door to private credit and real estate most retail clients never see.
With more than a decade in investment management and financial planning, Allen has guided individuals and families across the full range of financial needs, from foundational planning to complex, multi-generational wealth strategies.
Allen was the previous owner of Seaside Wealth Advisors and joined the practice in 2024. He and Josh first met in 2014 while both were affiliated with Northwestern Mutual; after Allen made the move to independence, he helped pave the way for Josh to do the same.
His focus is private credit and real estate development: sourcing and overseeing alternative investment opportunities that give accredited investors access to strategies beyond traditional stocks and bonds, with an emphasis on income generation, diversification, and long-term wealth creation. Allen is passionate about helping clients implement the kind of sophisticated strategies usually reserved for institutional investors.
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Most clients leave their first call with something their last advisor never gave them: a plan.
Thirty minutes. No prep needed. We'll walk through your situation and tell you what we'd do differently.