We believe our approach to comprehensive client service is critical to the ideal client experience. We provide you with a sophisticated investment process while maintaining the client-centered responsibilities of a SEC regulated fiduciary firm.
SeaCrest offers a suite of services to our clients. From the initial meeting to an ongoing relationship, we provide wealth planning and investment advice for obstacles you may face.
Our approach ensures that each element of a client’s financial goals is closely reviewed and discussed in order to employ a comprehensive strategy.
We bring proven expertise on various aspects of a client’s wealth: from accumulation and growth through preservation and distribution.
Our fee structure is simple, transparent, and easy to understand. It also gives your Wealth Advisor an incentive to help grow your assets. When you succeed, your advisor succeeds.
Our Wealth Advisors are ready to meet with you and help you and your family plan for your financial future.
To help you attain your objectives, our goal is to take a holistic view of your situation and consider all of your assets and liabilities.
To provide a reassuring system of checks and balances, a third-party custodian is utilized.
Trusted & Accountable
We continue to build trusted relationships by taking an objective and proactive approach to reflect the nuances and complexities of each situation.
PARTNERS & LEADERSHIP
SeaCrest’s well-respected management team offers a wide suite of services designed to enhance the productivity and professionalism of our Wealth Advisors.
Edward M. Sullivan
Ronald R. Lenihan
Rajesh K. Gupta