Engaged ~ Proactive ~ Wholehearted

Engaged ~ Proactive ~ Wholehearted

Engaged ~ Proactive ~ Wholehearted

Engaged ~ Proactive ~ Wholehearted

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

Meet Our Team

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

Monica McCarthy, CFA®, CDFA®, CPWA®, CEPA®
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, IACCP®
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

Seascape Capital volunteers at Hope on Haven Hill

By Laurie Barrett on Jun 5, 2024

June 2024 -- As part of our commitment to community engagement, the Seascape Capital Management team volunteered at Hope On Haven Hill to help make their housing even more welcoming for the women and children they serve. This organization provides critical support and services to mothers affected by substance use disorder, along with their children. We were blessed with a beautiful day and full hearts!
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May 2024 -- Seascape Capital Management, LLC was a proud sponsor again this year for the Cross Roads House 22nd Annual Benefit by the Sea. This event brought together 200 members of the Seacoast community to learn more about the current state of homelessness on the Seacoast and how CRH supports unhoused individuals and families. This marquee fundraiser solicits a significant portion of the annual funding for the shelter, and this year it garnered more than $615,000!
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How to Steer Clear of Fake Websites

By Laurie Barrett on Mar 25, 2024

March 2024 -- The problem of sophisticated "spoofed" websites that are designed to convince users that they are visiting sites owned by legitimate businesses, like Schwab, are a growing threat.  Not to worry! We're here to arm you with knowledge so you can recognize spoofed websites and steer clear of them. Please read on to learn more.
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