A complete list of active advisors currently associated with Seaport Wealth Management

Warmer can help you find a great advisor at Seaport Wealth Management or one who fits your needs even better.

Seaport Wealth Management is a state‑registered investment adviser that serves individual investors through portfolio management and related advisory services; the firm does not provide traditional, comprehensive financial planning. It operates as a sole proprietorship and works with a modest client base of individual (non–high‑net‑worth) accounts held at an independent custodian. The firm's investment approach emphasizes passive management intended to replicate broad‑market indices using mutual funds and ETFs, with portfolios customized through written investment guidelines reflecting clients' objectives, time horizon, and risk tolerance. Accounts are managed on a nondiscretionary basis requiring client pre‑approval for transactions, and the firm may recommend third‑party investment managers after conducting due diligence. Noteworthy details disclosed in the ADV include that reported assets are entirely non‑discretionary (approximately $3.5 million), an arrangement that is uncommon among similar supported firms, and that the principal discloses outside business activities such as limited legal‑document preparation and passive rental real estate ownership. The firm also does not vote client proxies and relies on custodian statements for reporting and fee withdrawals, practices it documents in its brochure rather than retaining discretionary trading authority.

To learn more about the advisors currently working at Seaport Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.