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:
Each spring, interest rates on federal student loans are reset for new loans. For the 2018-2019 academic year, rates are set to increase by more than half a percentage point for loans made on or after July 1, 2018 as follows:
On Saturday, May 12, 2018, Cross Roads House hosted its 16th Annual Benefit by the Sea gala, held at the Wentworth by the Sea Hotel in New Castle, NH. The event raised over $300,000 net in sponsorships and pledges, which will provide critical operating revenue and help to provide shelter and services to the men, women, and children on the Seacoast who seek the organization's assistance annually. Cross Roads House relies on private contributions for three-quarters of its annual operating budget, and the annual gala is a vital part of securing the necessary funds to continue providing shelter and life changing services for the homeless in our community. Seascape is proud to continue supporting this great cause.
In addition to this sponsorship, Seascape partnered with Cross Roads House for our first annual day of service. On June 4th our office was closed while all our team members volunteered. We spent the day cooking for the residents – our menu included lasagna, stuffed peppers, and cake! We also spent some time cleaning!
We are very excited to share with you that we have welcomed a new team member to Seascape.
Christian (Chrissy) Mason, CTFA, CFP® is Senior Wealth Strategist of Seascape Capital with comprehensive experience in estate and financial planning strategies. Chrissy is responsible for reviewing and creating financial plans, reviewing clients’ current estate plans, and providing strategic advice and guidance to manage their long and short-term wealth management goals.
Prior to joining Seascape, Chrissy served two large Wealth Management firms providing strategic advice and planning to High Net worth and Ultra High Net worth individuals and their families.