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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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Our Team

Our Team

 As your financial advisor, we are here to counsel you, listen to your concerns, and guide you on the right path. Our job is to work with you to add value throughout the course of our long-lasting relationship.

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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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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.

Helpful Content

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

Inflation and the Real Rate of Return

Inflation and the Real Rate of Return

Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.
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Silver Sneakers 101

Medicare’s popular program, offering free gym membership and health education.
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9 Facts About Social Security

9 Facts About Social Security

There are things about Social Security that might surprise you.
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