Seacrest Wealth Management

Specialties

We understand the unique challenges that come with managing wealth. We serve as a trusted partner for individuals and families, providing wealth management guidance and solutions based on a thorough understanding of each client’s situation and goals.

We bring proven expertise to bear on every aspect of a client’s wealth: from accumulation and growth through preservation and distribution. By taking an objective and proactive approach that reflects the nuances and complexities of each situation, we continue to build trusted relationships.

There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated. Informed decisions about the products in any portfolio are best made after an assessment of individual needs. After meeting to do this, you are better informed when the time comes to choose from a comprehensive suite of products and services and select those that address your unique situation.

History

Established in 2008.

SeaCrest was formed by Managing Partners; Rajesh K. Gupta, Richard Sanchez and Ronald Lenihan. All three have over 28 years of financial services experience, having served in senior management positions at Morgan Stanley.

Our management, investment, and sales/​marketing teams are among the most talented and experienced in the industry. Our size enables us to be quite nimble as an investment manager, allowing us to take immediate advantage of market opportunities as they develop. We are also able to devote considerable attention to ensuring total client satisfaction by understanding our clients’ goals and needs and developing tailored solutions.