About SeaCrest
Wealth Management
At SeaCrest, before we recommend any strategy or solution, we take the time to fully understand your unique goals. Whether you need to fund your retirement while caring for a parent, want to optimize the transfer of your wealth or hope to impact a cause you care about, our knowledge will help craft the appropriate financial strategies and implement the right solutions.
Who We Are
Our Advisors Make
The Difference
We bring proven expertise to bear on every aspect of each client relationship: from accumulation and growth through preservation and distribution. We take an objective and proactive approach that reflects the nuances and complexities of each situation.
Who We Are
Our Advisors Make
The Difference
We bring proven expertise to bear on every aspect of each client relationship: from accumulation and growth through preservation and distribution. We take an objective and proactive approach that reflects the nuances and complexities of each situation.
HOW WE STARTED
Our Founders Had a Vision
Placing the client’s interests first is SeaCrest’s primary goal and it guides everything our wealth advisors strive to accomplish. We are focused on how to provide the best wealth management experience for our clients so that they can take advantage of the correct solution for their particular situation.
HOW WE STARTED
Our Founders Had a Vision
Placing the client’s interests first is SeaCrest’s primary goal and it guides everything our wealth advisors strive to accomplish. We are focused on how to provide the best wealth management experience for our clients so that they can take advantage of the correct solution for their particular situation.
Company Started
# of Accounts
# of Offices
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
Managing Partner
Ronald R. Lenihan
Managing Partner
Rajesh K. Gupta
Partner Emeritus