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

Meet Our Team

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

Monica (Ness) McCarthy, CFA®, CDFA™, CPWA®
Andrew Litzerman, CFA®
Christian (Chrissy) Mason, CTFA, CFP®
Suzanne Johnson
Bianca Kowal
Kate Caswell

News & Insights

Chrissy Mason joins Seascape

By Bianca Kowal on May 21, 2018

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.

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2018 Key Financial Data Card

By Bianca Kowal on Jan 29, 2018

The 2018 tax-filing season has officially begun. In an effort to help smooth the process and keep important number at your fingertips throughout the year, we are happy to share a card containing key financial data for 2018!

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Tax Cuts and Jobs Act

By Bianca Kowal on Dec 22, 2017

The Tax Cuts and Jobs Act legislation has been passed by Congress and awaits the president's signature. The Act makes extensive changes that affect both individuals and businesses. Click the link below to view some key provisions of the Act. Most provisions are effective for 2018. Many individual tax provisions sunset and revert to pre-existing law after 2025; the corporate tax rates provision is made permanent. Comparisons in the link below are generally for 2018.

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