At Sea Glass Wealth Advisory Group, we want our clients to lead extraordinary lives. In order to make that happen, we need to truly understand our clients' goals - determine where they are today, where they want to be and build a plan together that helps to ensure they get there. Each family is unique in its complexity. We help determine a strategy that works best, and form comprehensive investment and wealth planning partnerships with the families we serve - often engaging a tremendous team of industry specialists so we can deliver an integrated solution covering a number of key wealth planning considerations.
With Sea Glass Wealth Advisory Group our clients are our main priority. We achieve this by being responsive and accessible, by delivering on a customized communication strategy designed to meet our clients' expectations. We will know we are successful when our clients say that our relationship with them provides real value - that their lives are better for trusting us with their financial well-being. A responsibility we don't take lightly.
Our mission is to assist our clients as they navigate the complex questions in life. For instance:
* When should I retire? Can I retire early?
* How do I live off the equity in my house when I sell it and downsize?
* When should I sell my business? How can I replace the income I generate through my business?
* I've been presented with a severance package - now what? What are my pension plan options?
Let's start a conversation today.