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603-766-1955

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PERSONALIZED FINANCIAL SERVICES

Your choice for Financial Services

Learn more


WELCOME TO SEACOAST ASSET MANAGEMENT, INC.

People are living longer and saving less. At the same time, uncertain market
returns, unknown life expenses, and vanishing pension benefits remain facts of
life. Now more than ever, investors need experienced, objective advice delivered
in frequent intervals. \


Seacoast Asset Management believes the best plans are developed by working with
a team of professionals collaborating to serve the client’s best interests. In
the ideal situation, the team should consist of a qualified estate planning
attorney, a CPA, and a CEP who is an experienced wealth advisor and can manage
assets in a fiduciary capacity as an Investment Adviser Representative.   


We always meet with our clients for an initial conversation where we explain our
approach. If both sides agree to move forward, we gather the necessary data
for comprehensive financial planning and an estate plan review, then schedule
interviews with attorneys from pre-approved law firms which have passed our
stringent screening process based on a combination of credentials, experience
and pricing. 



CLIENT CENTERED

We attend each meeting with our client, who selects the firm s/he most favors.
We then schedule the follow-up meeting and provide the data needed for whichever
legal strategies are deemed most appropriate by the selected law firm. Once the
documents have been drawn up or revised and executed, we begin the process of
re-registering any assets which may need to be re-titled. Through proper estate
planning, one could be able to significantly lower taxes and probate costs,
reduce the amount of time required for distribution, and possibly eliminate
assets from being probated altogether. 




YOUR FINANCIAL FUTURE

In offering our wealth management services, we can act as fiduciaries, a
higher legal standard in which our loyalty is reserved exclusively for our
clients. This is a critical difference from most investment sales organizations,
whose first obligation is to the demands of their parent company and its
shareholders, not to the best interests of their clients. In terms of
safekeeping, all client assets in managed accounts are held in custody at
Pershing, a subsidiary of The Bank of New York Mellon Corporation, the nation’s
oldest continuously operating bank and the world’s largest provider of
securities services with over $22.3 trillion in asets under custody.  

We encourage you to explore our website and learn more about the solutions we
provide.

Please contact us at info@SeacoastAssetMgt.com or call us at (603) 766-1955 or
toll free at (800) 980-8044 to schedule a complimentary initial consultation


HAVE A QUESTION

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CONTACT

Seacoast Asset Management

Office: 603-766-1955

Toll-Free: 800-980-8044

Fax: 760-946-7889

One New Hampshire Avenue

Suite 125

Portsmouth, NH 03801

msullivan@seacoastassetmgt.com



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Securities and Investment Advisory Services offered through Osaic Wealth, Inc.
Member FINRA & SIPC and Registered Investment Adviser.
Seacoast Asset Management Inc. and Osaic Wealth, Inc. Inc. are not affiliated
entities