GROW YOUR FORTUNE
BUILD YOUR FUTURE
SeaCrest Wealth Management
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.
We bring proven expertise on various aspects of a client’s wealth: from accumulation and growth through preservation and distribution.
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.
Before we recommend any strategy or solution, we take the time to fully understand your unique goals.
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.
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.
3000 Westchester Avenue
Suite 206, Purchase, NY 10577