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A Message From Our Founder, Chad Taylor, CFP®

Our goal has always been to focus on what is best for our clients and create the best client experience possible.  After thoughtful consideration, we’ve decided to launch our independent firm, Seapoint Wealth Advisors.

Our Financial Process

Our Financial Process

No two people are the same. We tailor every financial plan specifically for each client. Our in-depth financial knowledge and experience, along with getting to know you beyond your investments, inform every decision we make. 

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Our Commitment

Our Commitment

Seapoint Wealth Advisors is dedicated to helping you pursue your investment goals by providing quality service to every client. From the first consultation and every meeting after that, we are committed to being your go-to financial consultant.

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A Financial Plan Starts With Goals

Many households have goals in mind when it comes to their investments. Some want a portion of their assets to provide a level of safety, while others need help paying expenses or liabilities, like retirement or a buying a home.

Our Goals-Based Wealth Management approach can help you develop a strategy that considers both current and future financial objectives and obligations. We will categorize your assets into “buckets” based on the specific timelines of your needs and goals, tailoring the plan specifically for you. We have only one goal in mind: reaching your ideal future. With decades of experience, we are here to help you prepare for every life event—expected and unexpected.

Seapoint Wealth Advisors

With more than 20 years of financial service experience, Chad Taylor started Seapoint Wealth Advisors with one goal in mind: assisting others to feel confident about their financial future. 

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Part of our role as your wealth management team at Seapoint Wealth Advisors is treating you like friends and family.

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We offer a comprehensive list of wealth management services including everything from estate planning, to investments, and even coordinating with your other professional services to ensure a holistic approach. 

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Our Goals-Based Wealth Management approach is a holistic financial planning strategy that considers both current and future objectives and obligations. We then create a custom financial plan off of your goals so that you can feel better prepared.

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Helpful Content

Helpful Content

Curated articles, videos, and more, for a financially savvier you.

<p>To Catch a Thief</p>

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
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<p>Problems with Probate</p>

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.
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<p>A Penny Saved is Two Pennies Earned</p>

A Penny Saved is Two Pennies Earned

Here are some simple and inexpensive energy-saving tips that may help you save money.
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Have a question? We're ready to help.

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