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

Edward M. Sullivan

Managing Partner

Ronald R. Lenihan

Ronald R. Lenihan

Managing Partner

Rajesh K. Gupta

Rajesh K. Gupta

Partner Emeritus

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