Other Ways We Help

We are always seeking ways to better help our clients.  In light of that, we offer specialized programs and education to meet client needs.

Let us know how we can help you by contacting us at info@seatopeakadvisors.com .

Women & Money

Inspiration and Education

Managing your financial life should come from inspiration. At Sea To Peak we partner with you to create a plan based on your highest aspirations. We also take intimidation out of the equation. While women are less confident about handling investments, studies show that they are often more successful than men when it comes to managing their portfolios.

We debunk common money myths, use straight talk regarding investments, and provide education so women can make empowered decisions. Our Private Wealth Retreat® is one example of how we do this.

Couples & Money

Living with your finances and each other

We each have our own unique money experiences which makes managing our finances for common goals a challenge.  One spouse or partner may have grown up in a household where money was plentiful, but not ever talked about.  Another may have had an impoverished childhood and have a scarcity mindset.

Our goal is to honor your unique stories while helping you to create a positive money dialogue which will add ease to managing your financial life.

Preparing Your Emerging Adult

When your kid is not quite an adult

As we grow as a country, generally each successive generation has it easier than the last.  It used to be that people got married at 18 and started their own families, but now the age for full adulthood is often pushed out to ages 26-30.  Parents and grandparents to those who are too old to be children, but not quite independent enough to be adults often face challenges in supporting these relationships.

How  do you both help your children or grandchildren, yet not create an unhealthy dependency?  We will share the skill-sets your emerging adults will need to be financially autonomous and how you can best support them.

Private Wealth Retreats®

Mind over money.

There are many excuses for putting off finding the right financial advisor. In fact research shows women of wealth fear losing money, yet they have little interest in investing. At the same time they realize they need an appropriate plan – one that embraces their complex lives in running a business, balancing family and chartable interests. Men too often face these same anxieties when choosing a new advisor or managing their finances.  If wealth is inherited, the challenges are unique but no less daunting. This is where we come in. Our expertise is in taking the anxiety and fear out of managing your financial life.

Click here to learn more about this experience.

How we work

We combine a focus on the joy and inspiration in life with more expected investment and financial planning. We eliminate the anxiety often associated with this planning as we help clients make smart decisions while keeping the process relaxed, engaging, and inspiring. We organize your financial life and do it with competence, confidence and transparency.

How to get started

It all starts with just 15 minutes of your time.  A quick call to understand what you are looking for and explore whether we could possibly be the right fit to help you.  We hope so but if not, we will be glad to recommend the person we think can best help in your situation.

The next step is an in person meeting where we will talk about the things that are important to you, your goals and aspirations, and explore what help you need in your financial life.  There is no cost for this meeting and we will not ask you to make a decision about working with us in this meeting.

If you want to see if we can add value to your financial life and have 15 minutes, email us at info@seatopeakadvisors to schedule a call. We do our initial calls on Mondays and Wednesdays.

Contact Us

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