Monica (Ness) McCarthy, CFA®, CDFA™, CPWA®
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
Meet Our Team
Your Financial Portfolio is Only as Good as the Professionals Who Manage It
Andrew Litzerman, CFA®, CMT®
Christian (Chrissy) Mason, CTFA, CFP®
Suzanne Johnson
Donald Nelson
Paula Skelley
Chloe Litzerman
Co-chief Morale Officer
Chloe McCarthy
Co-chief Morale Officer
News & Insights
Age Your Way—How Long-Term Care Planning Can Help
By Paula Skelley on May 15, 2020
2020 Updated Key Financial Data Card
By Paula Skelley on Apr 9, 2020
You may find this financial information helpful, especially the updated tax deadlines which were instated in reaction to Covid-19.
Seascape was a proud NHSPCA "Animal Angel" Sponsor
By Bianca Kowal on Dec 4, 2019
On November 16th Seascape was proud to sponsor and attend the 25th Annual Auction for the Animals. The New Hampshire SPCA and this event work to save the lives of animals through rescue, rehabilitation, and adoption. The NHSPCA is a non-profit organization that relies on the generosity of the community to fulfill their mission. As of this week, the NHSPCA has over 120 animals in their care. On average, the NHSPCA cares for over 2000 animals annually.
This is our second year sponsoring this event. As many of you know, our furry friends are near and dear to our hearts and help keep the mood light as Chief Morale Officers at the office. We are thankful for the opportunity to make a difference for the animals during this holiday and winter season.
