Broker Check

Seapoint Wealth Advisors is here to guide you on the right path.

As your wealth advisors, 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.

The Warter Group by Seapoint Wealth Advisors

Our Extended Team
LPL Strategic Wealth Services

Yuly Mero

Yuly Mero

Administrative Assistant

Brenton  Simonson

Brenton Simonson

Chief Financial Officer

Logan Brown

Logan Brown

Senior Marketing Consultant

Client Centered

Client Centered

Whether you are investing to build wealth, manage risk for your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.