SeaCrest Wealth Management
Overview
SeaCrest Wealth Management is a private investment firm based in Purchase, New York, offering comprehensive wealth management services. They provide personalized investment strategies and wealth planning to help clients achieve their financial goals. Their team of fiduciary advisors brings proven expertise in various aspects of wealth management, including accumulation, growth, preservation, and distribution. They take an objective and proactive approach, reflecting the nuances and complexities of each client's situation. SeaCrest offers a suite of services designed to enhance the productivity and professionalism of their Wealth Advisors. Their transparent fee structure aligns the interests of clients and advisors, while their commitment to being a fiduciary ensures that clients' best interests are always prioritized. With a vision to provide a comprehensive strategy for each client's financial future, SeaCrest offers a suite of services, from wealth planning to investment advice, to help clients overcome financial obstacles. They utilize independent custodians to provide a reassuring system of checks and balances, ensuring the safety and security of client assets. Their approach ensures that each element of a client’s financial goals is closely reviewed and discussed in order to employ a comprehensive strategy. SeaCrest's well-respected management team offers a wide suite of services designed to enhance the productivity and professionalism of their Wealth Advisors. Their focus on client-centered responsibilities and commitment to acting in the best interests of their clients guides everything their wealth advisors strive to accomplish. They are focused on providing the best wealth management experience for their clients so that they can take advantage of the correct solution for their particular situation.
Investment Focus
- Accredited investors only
- Long-term investment horizon
Portfolio Companies
Reach SeaCrest Wealth Management directly
Verified work email, phone and LinkedIn for the full team — one spreadsheet, one payment, yours to keep.
Unlock full contacts →Frequently asked questions about SeaCrest Wealth Management
What sectors does SeaCrest Wealth Management invest in?
SeaCrest Wealth Management invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Harrison, New York, United States. SeaCrest Wealth Management is listed as a private investment firm in the ConnectSafely investor database.
What stage does SeaCrest Wealth Management invest at?
SeaCrest Wealth Management backs companies at Seed, Early Stage, Series A, Series B, Growth and Late Stage, writing cheques of 1M - 50M.
Which regions does SeaCrest Wealth Management invest in?
SeaCrest Wealth Management invests across United States.
What companies has SeaCrest Wealth Management invested in?
SeaCrest Wealth Management's portfolio includes Apple, Microsoft, Amazon, Facebook, Johnson & Johnson, ExxonMobil, Visa and Pfizer.
How do I contact SeaCrest Wealth Management?
SeaCrest Wealth Management's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of the team.
Last updated · Source: ConnectSafely investor database
