Your choice for Financial Services
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.
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.
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 [email protected] or call us at (603) 766-1955 or toll free at (800) 980-8044 to schedule a complimentary initial consultation