Financial Planning with a local team of experienced financial advisors is, in our view, the optimal path to future stability and peace of mind. With almost 60 years of combined financial industry experience, Seacoast Wealth Management has developed a strong client-base throughout the North Shore of Massachusetts, Seacoast NH, Boston and beyond.

The Seacoast Wealth Management team is able to provide a proactive, tailored approach to financial planning while also providing exceptional responsiveness for their clients. Seasoned financial advisors work with clients to clearly define financial and personal goals, enabling a more secure future. As experienced financial planners, they are aware that global happenings and personal life changes are inevitable, making it essential for investment strategies to be adaptable. Financial advisors work with clients to define short-term projects and long-term retirement planning goals.

As part of the ongoing process, Seacoast Wealth Management advisors meet with clients to review goals, make updates if necessary and to confirm that the goals and strategy are aligned. Seacoast Wealth Management offers a broad scope of financial planning services including: investment management & consulting, insurance planning, trust & estate planning, cash management & lending as well as alternative investments. Take financial planning off of the to do list and schedule a meeting to review your specific needs with a Seacoast Wealth Management financial advisor.