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®, CDFA®
Suzanne Johnson
Donald Nelson
Laurie Barrett
Chloe Litzerman
Co-chief Morale Officer
Chloe McCarthy
Co-chief Morale Officer

News & Insights

Seascape Team Building Day

By Paula Skelley on Aug 12, 2021

Successful teams develop and enjoy Esprit De Corps which means “union is strength”.  As author Mark Miller says “it’s the secret sauce of high performance teams, the essential ingredient. This is the heart stuff.”

We couldn't agree more.

 

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Market Recap -- Q2 2021

By Paula Skelley on Jul 26, 2021

Quarterly Market Commentary
Continuing the upward trajectory launched after the March 2020 COVID-induced sell off, portfolios advanced further in the second quarter. An 8% increase in world equity markets combined with a recovery in fixed income assets drove gains. After a tough start to the year, fixed income returns recouped 1.8%. Both our equity and fixed income selections performed well over the quarter and year-to-date.
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Seascape Supports Cross Roads House

By Laurie Barrett on Apr 23, 2021

Seascape Capital Management was proud to be a Gold Sponsor again this year for the Cross Roads House 19th Annual Benefit by the Sea Gala, held virtually on April 17, 2021.

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