Updated November 21, 2023
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Seamount Financial Group

Investment Advisor Firm
Total assets under management$529M
Years in business42+

About Seamount Financial Group

Seamount Financial Group is an independent, boutique financial planning and wealth management firm dedicated to serving its clients since 1982. As a fiduciary, the company places its clients' best interests at the forefront of their operations.

One of the key aspects of Seamount Financial Group's mission is to improve the lives of clients and their families by providing objective advice and exceptional service. This commitment is demonstrated through the firm's long-lasting relationships with clients, often spanning multiple generations. Additionally, Seamount Financial Group actively contributes to enriching the communities it serves.

When it comes to wealth management, Seamount Financial Group takes a holistic and academic approach. They craft investment portfolios tailored to pursue each client's financial goals while carefully considering tax impact and overall costs. As an independent registered investment advisor (RIA), they provide access to a wide range of investment options, including alternative investments such as real estate and business holdings.

The firm boasts a successful track record in building custom portfolios for clients over the years, with approximately $550 million in investment assets under management as of December 31st, 2021. Their investment strategies are built on core disciplines such as diversification, asset allocation, tax mitigation, and cost efficiency.

Seamount Financial Group understands the importance of adaptability in ever-changing market and economic conditions. Therefore, they consistently monitor clients' assets once initial investment objectives are established to ensure they remain aligned with their goals. To maintain their high-quality service standards for each client, Seamount Financial Group requires a minimum of $500,000 in investable assets to implement their wealth management services. With decades of experience and a commitment to excellence in wealth management, they strive to enhance their clients' lives and positively impact their communities.

Pricing options

Monthly Fee
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Assets Under Management

Regulatory filings

Areas of specialty

  1. Financial Planning
  2. Wealth Management
  3. Investment Portfolios
  4. Tax-Impact Analysis
  5. Alternative Investments
  6. Real-Estate Advising

More about Seamount Financial Group

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
1078346

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Pricing options

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Assets Under Management

Regulatory filings

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