Home | Seascape Capital Management

Charting the Course

to your

Financial Future

Charting the Course

to your

Financial Future

Charting the Course

to your

Financial Future

Charting the Course

to your

Financial Future

What We Do

Often, in the process of getting to know our clients, we uncover very complex wealth management needs and we work with our clients to ascertain the planning of those needs. Then we develop personalized financial plans and a customized strategy with the goal of transforming those opportunities into increased wealth. As part of our comprehensive wealth management we provide:

Financial Planning

Investment Management

Retirement Planning

Tax and Estate Planning

Business Owner Strategies

Divorce Financial Analysis*

Meet Our Team

Your Financial Portfolio is Only as Good as the Professionals Who Manage It

Monica McCarthy, CFA®, CDFA®, CPWA®

CEO & Managing Member

Andrew Litzerman, CFA®, CMT®

Chief Investment Officer

Christian (Chrissy) Sullivan, CTFA, CFP®, CDFA®, CEPA®

Director of Wealth Planning

Laurie Barrett

Director of Client Success

Donald Nelson

Director of Operations and Chief Compliance Officer

Suzanne Russo, FPQP®

Investment Services Manager

Chloe McCarthy

Co-chief Morale Officer

Chloe Litzerman

Co-chief Morale Officer

News & Insights

Sophisticated New Tech Support Scam Targets Schwab Clients

By Laurie Barrett on May 16, 2023

May 2023-- Please be aware of a new scam campaign combining computer pop-up messages and phone calls. This advanced scheme combines elements of electronic tech support scams with impersonations of real personnel at the Federal Reserve and Schwab to attempt to obtain your assets and sensitive data. Please read on to learn more.

Rescuing America's Safety Net

By Laurie Barrett on May 12, 2023

May 2023-- The most recent reports on the Social Security and Medicare trust funds suggest that there may be benefit reductions in the next decade unless Congress takes action. This Client Alert looks at the current fiscal outlook for the programs and presents some potential changes that might help to strengthen them. Please read on to learn more.

Congratulations are in order!

By Laurie Barrett on May 9, 2023

May 2023-- At Seascape Capital Management, we place a high value on professional development. We love learning how better to help our clients. So naturally, we are pleased to congratulate the Seascape Team on recent accomplishments. Please read on to learn more.