Our Sole Purpose is to Create and Protect the Wealth of Our Clients
We are a privately-held, boutique firm offering local, highly-accessible, and dedicated service to clients who have entrusted us with their wealth. As fiduciaries, we act wholly and transparently in the best interest of our clients and pride ourselves on our utmost discretion and confidentiality.
Our clients include CEOs and senior-level executives of publicly-traded companies, doctors, attorneys, and family trust. Additionally, we are specialists in assisting business owners in developing business exit strategies, as many of our clients are entrepreneurs and founders of privately-held companies.
Our unique financial investment process, SeaPort™, is a proprietary quantitative analysis method exclusive to Seascape. Our process is designed to achieve market performance benefits, greater tax efficiency, and lower costs.
Our President and CIO along our professional advisors have a combined 30 years experience and partner with clients to develop customized wealth management plans and investment portfolios designed to meet their personal situation and risk tolerance. We ensure that all aspects of clients’ financial health are planned for, including the coordination of additional expert services such as legal and tax planning.
At Seascape Capital, we act as your Chief Financial Officer, empowering you to focus on your professional and personal goals.