SeaCrest Wealth Management

SeaCrest Wealth Management, LLC is a national SEC Registered Investment advisor, with offices throughout the United States.

SeaCrest Wealth Management provides efficient access to technology, compliance oversight of our practice, and access to the thought leadership of SeaCrest Investment Management, an institutional investment manager.

SeaCrest Wealth Management was established in 2008, founded by Rajesh Gupta, Ronald Lenihan, and Edward Sullivan. All were highly accomplished senior executives with Morgan Stanley. They had experienced the large firm tendency of providing generic solutions to most of their clients. Establishing SeaCrest allowed the founders to get back to offering customized, individualized investment plans to clients.

Our partnership with SeaCrest allows our practice to bring the best resources and ideas to you, our clients.

For more information on SeaCrest Wealth Management, visit www.seacrestwm.com

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