Philosophy

Our mission is to provide exceptional financial planning and wealth management services to assist you in securing your current and long-term goals. Our approach requires that we remain independent and unbiased in all areas of financial planning, and work exclusively for the benefit of you, our client. 
 
We feel that too often, investment managers are simply focused on one piece of their client’s financial picture, not taking into account the many other aspects of their life that might impact the investment strategy of that portfolio.
 
In all that we do, we strive to provide you a decided advantage in an uncertain world.
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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