12626 High Bluff Drive,
The determinant of real life-long financial outcomes is not performance but our behavior when it comes to investing.
Your tailored financial plan serves as your roadmap through good and bad times.
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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.
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.
Seapoint Wealth Advisors is dedicated to helping you pursue your investment goals by providing personal attention and quality service to every client.
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.
For more than 20 years, Chad Taylor has been assisting others to feel confident about their future. He looks forward to that continuing as President and Founder of Seapoint Wealth Advisors.
Part of our role as your wealth management team at Seapoint Wealth Advisors is treating you like friends and family.
We offer ongoing support, professional advice, and objective guidance through our wealth management services.
Our Goals-Based Wealth Management approach can help you develop a strategy that considers both current and future objectives and obligations.
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