I got my start with large financial institutions and working as an advisor in banks.  As these banks grew and the names started changing, I saw their focus drift away from the needs of clients and it became more about the bottom line.  I knew there was  a better way to serve my clients.  That is why Seagate Advisors was formed. 

Seagate established a culture based on integrity, independence and objectivity that allows us to focus on what is best for our clients.  As a boutique wealth management firm we can offer personalized, face to face service.  Our independence allows us the flexibility to provide an unparalleled level of service.

We are looking for clients that we can deliver value to--with both financial planning and asset management on a long term basis.  Our advisors work with serious long term investors that value a strategic approach to investments and total transparency in the investment process.

  The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP® professionals also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.  

 CFP Board is a nonprofit certification organization with a mission to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning. CFP Board owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with plaque design) and CFP (with flame design) in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements. CFP Board currently authorizes more than 80,000 individuals to use these marks in the United States. For more about CFP Board, visit www.CFP.net.