Joanne Liakos operates her financial advisory practice within SeaCrest Wealth Management, LLC, an independent firm founded in 2016. Her focus is on providing customized wealth management strategies for a select group of affluent individuals, families, and business owners. Her process begins with a detailed discovery phase to understand client goals, values, and financial situations, which informs the creation of tailored strategies based on risk tolerance, time horizon, and liquidity needs. SeaCrest Wealth Management prides itself on being an independent advisory firm, aiming to provide objective advice and customized solutions for its clients.

Founded in

United States