In May of 2003, I founded Seascape Capital Management after spending nearly 20 years at a well-known Wall Street firm. My desire was to create a client-focused environment where we help individuals, families, and businesses to plan, manage, and achieve their financial goals. More than ten years later, Seascape has grown but remains committed to delivering customized, objective financial planning and asset management solutions through an indispensable service model.
Although the investment environment changes constantly, our philosophy remains the same: sound financial advice can only be given if we are aware of all aspects of our client’s financial situation. Our process begins by gathering this crucial information so that we have an accurate understanding of each client’s unique circumstances. Once this is accomplished, we discuss personal, family, and business goals to clearly identify what we are trying to achieve for that client. Before a comprehensive plan can be established, we assess risk tolerance, investments, estate planning, tax considerations, and business needs. This team approach enables us to create a clear strategy for each of our clients, which we can then implement while giving them the peace of mind to focus on other aspects of their lives. Over the years, the close personal relationships we have developed through this process have proven to be the most gratifying and enjoyable facet of our business.
On behalf of the Seascape Capital Management team, I would like to thank you for taking the time to explore our website. We remain passionate and devoted to helping you and all of our clients achieve their greatest financial aspirations.
James W. McCarthy , CFP®, CIMA®, CPWA®
Seascape Capital Management, LLC