Suite of Services

The Seacoast Wealth Management team specializes in providing highly-customized financial planning and comprehensive wealth management. Our straightforward approach offers clarity and leads to lasting relationships. With deep knowledge based on more than two decades in the industry, our advisors are committed to making a meaningful difference in the lives of our clients and their families.

Investment Management
& Consulting

We offer customized client portfolios that incorporate a broad offering of sophisticated investments ranging from Separately Managed Accounts, Structured Products, Alternative Investments*, Mutual Funds, ETFs, and more.

Wealth Planning

The process of planning, growing, and guarding your assets by incorporating financial retirement and business planning as well as risk management and more.

Alternative Investments

An array of institutional-quality strategies, including commodities, hedge funds, private equity, private credit, and real estate.*

Trust & Estate Planning Strategies

A thoughtful approach to a lasting legacy that includes trust services and administration, donor-advised funds, and philanthropic and planned giving strategies provided through our affiliated entities^ and individuals.

Cash Management
& Lending

A suite of options designed to simplify your life, securities-based lending programs are available in Raymond James Bank Channel.+

*Alternative investments often are speculative and include a high degree of risk. Investors could lose all or a substantial amount of their investment. Alternative investments are appropriate only for eligible, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time. They may be highly illiquid and can engage in leverage and other speculative practices that may increase the volatility and risk of loss. Alternative Investments typically have higher fees than traditional investments. Investors should carefully review and consider potential risks before investing. Past performance is no guarantee of future results. Actual results may vary.

^Steward Partners Investment Solutions, LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third?party corporate trustee.

+Borrowing against securities may not be appropriate for everyone. You should be aware that there are risks associated with a securities based loan, including possible margin calls on short notice, and that market conditions can magnify any potential for loss. Important Risk Information for Securities Based Lending: A line of credit backed by securities, such as a securities based line of credit or Margin account may not be suitable for all clients and investors. Borrowing on securities backed lending products or Margin accounts and using securities as collateral may involve a high degree of risk including unintended tax consequences and the possible need to sell your holdings, which may lead to a significant impact on long-term investment goals. An investor can lose more funds than he or she deposited in the account. Market conditions can magnify any potential for loss. If the market turns against the client, he or she may be required to quickly deposit additional securities and/or cash in the account(s) or pay down the loan to avoid liquidation. Clients and investors may not be entitled to choose which securities or other assets in his or her account are liquidated or sold to meet a Call. The firm can increase its maintenance requirements at any time and is not required to provide advance written notice. Clients and investors may not be entitled to an extension of time on Calls. The securities in the Pledged Account(s) may be sold to meet the Collateral Calls and the securities in a Margin account can be sold to meet Margin Calls; the firm can sell the client's securities without contacting them. Increased interest rates could also affect LIBOR rates that apply to your line of credit causing the cost of the credit line to increase significantly. The interest rates charged on a line of credit are determined by (i) the market value of pledged assets and the net value of the client's non-pledged Capital Access account or (ii) the line of credit amount. The interest rates charged on Margin accounts are determined by the amount borrowed. Please visit this website for additional information. The proceeds from a securities based line of credit cannot be (a) used to purchase or carry securities; (b) deposited into a Raymond James investment or trust account; (c) used to purchase any product issued or brokered through an affiliate of Raymond James, including insurance; or (d) otherwise used for the benefit of, or transferred to, an affiliate of Raymond James. Raymond James Bank does not accept RJF stock or any securities issued by affiliates of Raymond James Financial as pledged securities towards a line of credit. Lines of credit are provided by Raymond James Bank. Securities based line of credit and structured lines of credit provided by Raymond James Bank, Raymond James & Associates, Inc. and Raymond James Financial Services, Inc. are affiliated with Raymond James Bank, a federally chartered national bank. Steward Partners Investment Solutions, LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Steward Partners Investment Solutions, LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services. Investment, insurance and annuity products offered through Steward Partners Investment Solutions, LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY.