About SeaCrest

^{WHO WE ARE}An Independent Firm, Built Around People.

SeaCrest Wealth Management is an SEC-registered investment adviser with advisors serving clients across the country. As markets, tax rules and family needs change, our advisors give clear, thoughtful guidance tailored to each client's goals. We offer financial planning, investment management and wealth strategies for every stage of life, from building wealth to preserving it and passing it on.

^{Our Mission}

“Our mission at SeaCrest Wealth Management is to prioritize our customers by continuously striving for professional excellence. We foster a collaborative and collegial environment, aiming to have a positive influence on everyone who comes into contact with us. We challenge orthodoxy with a professionally contrarian approach, ensuring meaningful and proactive communication at all times.”

^{What We Stand For}The Values That Guide Us.

Ethical

We create strategies that are aligned with your needs and goals.

Transparent

Years of experience have prepared us to guide you through your life transitions.

Collaborative

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

Service-Oriented

to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

2008

Independent Since

50+

Advisors & Team Members

12

Offices Nationwide

National

Geographic Reach

^{Meet the Team}A National Firm, Close to Home.

Arizona

California

Florida

Illinois

Maine

New Jersey

New York

Oregon

South Carolina

South Dakota

Tennessee

Arizona

Daniel Moskow

Senior Vice President Wealth Advisor

New Jersey

Erik Metviner

California

Claudia Rivas

Wealth Advisor

Heather Hastey

Wealth Advisor

Jason Seale, ^AIF®

Wealth Advisor

Jason Jeung

Wealth Advisor

Ruben Cisneros, ^CFP®

Senior Manager, Compliance

Stephen Tu

Senior Wealth Architect

Tony Saemai, ^AIF®

Wealth Advisor

Wayne R. Wong

Executive Director, Wealth Advisor

Florida

Joanne Liakos

Wealth Advisor

Kenneth Metviner

Wealth Advisor

Illinois

Lee Nysted

Wealth Advisor

Maine

Charles Dwight

Wealth Advisor

New York

Carlos G. Mejia

Wealth Advisor

Frank Lawrance

Wealth Advisor

Jacqueline Prue

Wealth Advisor

Michael Dowd

Wealth Advisor

Raymond Pruzinsky

Wealth Advisor

Susan Bock

Wealth Advisor

Oregon

Ben Brainard

Wealth Advisor

Mark Fadling

Wealth Advisor

South Carolina

Dean Livingston, ^CWS®

Wealth Advisor

Jamie Yarbrough, RICP®, AIF®

Wealth Advisor

South Dakota

Carter Howell SE-AWMA®

Wealth Advisor

Jeffrey Meyer, ^CFA®

Wealth Advisor

Robert Sayler

Wealth Advisor

Tennessee

James D. Dickey, ^{CFP® CDFA™}

Wealth Advisor

^{GET STARTED}Let's Start the Conversation.

The best way to know whether SeaCrest is right for you is a straightforward conversation about where you are and where you want to go. Reach out to set up a time, and we will take it from there.

Schedule a Call

About SeaCrest

WHO WE AREAn Independent Firm, Built Around People.

Our Mission

What We Stand ForThe Values That Guide Us.

Ethical

Transparent

Collaborative

Service-Oriented

2008

50+

12

National

Meet the TeamA National Firm, Close to Home.

Arizona

California

Florida

Illinois

Maine

New Jersey

New York

Oregon

South Carolina

South Dakota

Tennessee

Arizona

New Jersey

California

Florida

Illinois

Maine

New York

Oregon

South Carolina

South Dakota

Tennessee

GET STARTEDLet's Start the Conversation.

^{WHO WE ARE}An Independent Firm, Built Around People.

^{Our Mission}

^{What We Stand For}The Values That Guide Us.

^{Meet the Team}A National Firm, Close to Home.

^{GET STARTED}Let's Start the Conversation.