Seagate Wealth Advisors
Investment Management Company
Why pick this one
Seagate Wealth Advisors provides retirement income planning and investment advisory services for investors with $250,000-plus and five-year-plus horizons across three North Carolina locations.
Best for
- Investors with at least $250,000 in investable assets
- Investors with time horizons of five years or longer
- Retirement income planning
- 401k rollovers and individual retirement accounts
- Clients seeking face-to-face wealth management in Wilmington, Greenville, or Kitty Hawk
Look elsewhere if
- Investors with less than $250,000 in investable assets
- Investors with time horizons shorter than five years
- People seeking emergency or after-hours financial services
Specialties
- retirement income planning
- investment advisory services
- individual retirement accounts
- 401k rollover services
- income solutions
- long-term care planning strategies
- life insurance and succession planning
- disability insurance
Certifications
- CFP® designations held by John E. Dawson and C. Ryan Horne
- LPL Financial affiliation
What makes them different
- Serving the Greater North Carolina area and beyond since 1999
- Over 60 years of combined industry experience among the team
- Three North Carolina locations in Wilmington, Greenville, and Kitty Hawk
- Boutique firm offering personalized, face-to-face service
- Services available for investors with five-year-or-longer time horizons and at least $250,000 in investable assets
- Serves
- Wilmington, Greenville, Kitty Hawk
Distilled from this business's own website.
Contact & Location
- Address
- 1213 Culbreth Dr, Wilmington, NC 28405-3639
- Phone
- 19103440100
- Website
- http://www.seagatewealth.com
- intl-segmenter@11.7.10
Services
- advisory or fee-based investment solutions
- retirement planning
- insurance planning