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Our Process

At Seapoint Wealth Advisors, we develop a tailored financial plan for each of our clients. A financial plan is a valuation of your current financial condition and a summary of your short and long-term goals.

It is essential for us to get to know you through our discovery meeting to understand your current situation, upcoming expected life changes, and what your vision of the future entails. We collaborate with your professional network, including your CPA, mortgage broker, estate planning attorney, and insurance specialists, to ensure we are covering all aspects of your financial life.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | 858-299-0320