Yacht Deck

GROW YOUR FORTUNE
BUILD YOUR FUTURE

SeaCrest Wealth Management

 

OUR VISION

SeaCrest Wealth Management applies its deep knowledge base of seasoned asset management professionals to existing investment opportunities.

 

SeaCrest’s founders have held senior positions at major investment management firms around the world. With our discipline and insight into market trends, we seek to deliver attractive risk-adjusted alpha in our portfolios.

 

We strive to exceed clients’ expectations for their risk-adjusted portfolio returns, as well as their customer service needs.
 

Two Men in Office
 

SEACREST 
ADVISORS

Learn More About Our Advisors

PROVEN EXPERTISE

We bring proven expertise on various aspects of a client’s wealth: from accumulation and growth through preservation and distribution.

TRANSPARENT

Our fee structure is simple, transparent, and easy to understand. It also gives your advisor an incentive to help grow your assets. When you succeed, your advisor succeeds.

FINANCIAL STRATEGIES

Before we recommend any strategy or solution, we take the time to fully understand your unique goals.

CUSTOM GUIDANCE

To help you attain your objectives, our goal is to take a holistic view of your situation and consider all of your assets and liabilities.

INDEPENDENT CUSTODIANS

To provide a reassuring system of checks and balances, your money is not held by the same person who advises you about how to invest it.

TRUSTED & ACCOUNTABLE

By taking an objective and proactive approach that reflects the nuances and complexities of each situation, we continue to build trusted relationships.

 

MANAGEMENT

RAJESH K. GUPTA

PARTNER EMERITUS

RONALD LENIHAN

COO, MANAGING DIRECTOR

HOWARD SCHLOSS

PARTNER, EXECUTIVE DIRECTOR

 

CONTACT
SEACREST WEALTH 
MANAGEMENT 

OUR ADDRESS

3000 Westchester Avenue
Suite 206, Purchase, NY 10577


Tel:  914-502-1905

For any general inquiries, please fill in the following contact form:

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