Investment Advisory

We believe that investments and wealth management are almost always an essential part of a sound financial plan. At Seamount Financial Group, Inc, we take several steps to ensure that your portfolio is as efficient and effective as possible. To achieve that goal, we:

  • Analyze current portfolio and asset allocation to determine if they are right for your individual situation.
  • Assess your comfort with risk in pursuit of investment returns.
  • Develop an Investment Policy Statement to set a clear, objective course for a variety of market conditions.
  • Provide ongoing counsel and support to help you invest wisely through changing market and economic conditions.
It is no surprise that the stock market is volatile. There are risks involved with investing, including possible loss of principal. Investments will fluctuate and may be worth more or less than when originally purchased. Our job is to help manage your family’s risk and manage the factors where we do have some control: costs and tax optimization.
Our minimum balance for wealth management is $250,000.
Seamount Financial Group, Inc. is a Registered Investment Adviser with the U.S. Securities and Exchange Commission. However such registration is not an endorsement by the Commission.

Investment advisory services offered through Seamount Financial Group, Inc.
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