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:
The 2019 tax-filing season is approaching. In an effort to help smooth the process and keep important numbers at your fingertips throughout the year, we are happy to share a card containing key financial data for 2019.
Andrew Litzerman, CFA®, CMT®, Chief Investment Officer of Seascape Capital, recently earned his Charted Market Technician® (CMT) designation. The Chartered Market Technician® designation is awarded to those who demonstrate mastery of a core body of knowledge of investment risk in portfolio management.