Founded in 2008, SeaCrest Wealth Management is an independent wealth management firm based in Newburyport, Massachusetts. As a fee-only Registered Investment Advisor (RIA), the firm acts as a fiduciary for its clients, focusing on providing objective financial planning and investment management services. Their mission is to help successful families and individuals navigate complex financial decisions and achieve their long-term goals by integrating all aspects of their financial lives, including investments, retirement, estate planning, and tax strategies.

Founded in

United States