Build Your

Financial

Future

SeaCrest Wealth Management

Our Vision

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.

SEACREST

ADVISORS

Our Wealth Advisors are fiduciary advisors, which means they have a responsibility to manage their clients’ assets with the client’s best interests in mind.

5

Proven Expertise

We bring proven expertise on various aspects of a client’s wealth: from accumulation and growth through preservation and distribution.

5

Transparent

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.

5

Fiduciary Advising

Our Wealth Advisors are ready to meet with you and help you and your family plan for your financial future.

5

Custom Guidance

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.

5

Independent Custodians

To provide a reassuring system of checks and balances, a third-party custodian is utilized.

5

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

Management Team

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

Edward M. Sullivan

Managing Partner

Ronald R. Lenihan

Ronald R. Lenihan

Managing Partner

Rajesh K. Gupta

Rajesh K. Gupta

Partner Emeritus