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®, CMT®
Christian (Chrissy) Mason, CTFA, CFP®
Suzanne Johnson
Bianca Kowal
Donald Nelson

News & Insights

2019 Key Financial Data Card

By seascapecapital on Jan 11, 2019

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.  
 

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Andrew Litzerman earns CMT® designation

By Bianca Kowal on Nov 14, 2018

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.

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