General Info

Since 2008, SeaCrest has been providing individuals and families with a level of fi nancial expertise and service that has made us a valued—and trusted—partner. We specialize in meeting the needs of multigenerational families with complex planning needs. Our goal is simple: to understand the needs of each client, create strategies that address their unique fi nancial situation, and deliver the solutions that will help them reach their objectives. As a fi rm owned by independent Registered Investment Advisors (RIAs), SeaCrest provides clients with a number of important benefi ts • GREATER INDEPENDENCE – Since we’re not part of a brokerage fi rm with in-house products and services to sell, we are able to provide clients with objective guidance on which investments will best meet their needs. • EXPERIENCE AND QUALIFICATIONS – The professionals at SeaCrest bring proven expertise to every client relationship.