Seascape Capital Management provides personalized financial planning, investment management, retirement planning, tax and estate planning, and business owner strategies. This is self-described.

Seascape Capital Management

Seascape Capital Management, LLC | 400 followers on LinkedIn. CHARTING THE COURSE TO YOUR FINANCIAL FUTURE | For over 20 years, Seascape Capital Management has made it its mission to enrich the lives of our clients by helping them manage the complexities of their wealth with discretion and accountability.  Deeply engaged and with genuine compassion, our team partners with clients and their loved ones to enable a better “return on life”.  We are immensely proud to have earned the trust of multiple generations of the families we serve.

Monica Ann McCarthy, CFA®, CPWA®, CDFA®, CEPA®

Investment Services Manager at Seascape Capital Management, LLC

Suzanne Russo, FPQP®

Director of Client Success at Seascape Capital Management, LLC

Laurie Barrett

Director of Operations and Chief Compliance Officer at Seascape Capital Management, LLC

Donald Nelson, IACCP®

Seascape Capital Management, LLC

We are delighted to share some exciting news from our team regarding two major professional designations: Andrew Litzerman, CFA®, CMT®, CPWA® has achieved the Certified Private Wealth Advisor designation. This advanced credential reflects Andrew’s deep expertise in serving the complex needs of high-net-worth clients. This designation emphasizes holistic wealth management strategies, including tax planning, estate planning, risk management, and investment strategies tailored to affluent individuals and families. Donald Nelson, IACCP® has earned the Investment Adviser Certified Compliance Professional designation, a testament to his dedication to upholding the highest standards of compliance and ethical practices in our industry. This rigorous certification demonstrates Donny’s commitment to ensuring our firm operates with the utmost integrity and adheres to all regulatory requirements. We are incredibly proud of Andrew and Donny and grateful for the dedication and expertise they bring to our team. Cheers! Key to Alphabet Soup Above: CFA® = Chartered Financial Analyst CMT® = Chartered Market Technician CPWA® = Certified Private Wealth Advisor IACCP® = Investment Adviser Certified Compliance Professional

Many thanks to Anne Moodey and Tara Phillips of Portsmouth City Lifestyle for featuring Seascape Capital Management, LLC 's own Monica Ann McCarthy, CFA®, CPWA®, CDFA®, CEPA® in a fun Q&A session!

As part of our commitment to community engagement, the Seascape Capital Management, LLC team volunteered at Hope On Haven Hill to help make their housing even more welcoming for the women and children they serve. This organization provides critical support and services to mothers affected by substance use disorder, along with their children. We were blessed with a beautiful day and full hearts!

Seascape Capital Management, LLC was a proud sponsor again this year for the Cross Roads House 22nd Annual Benefit by the Sea. This event brought together 200 members of the Seacoast community to learn more about the current state of homelessness on the Seacoast and how CRH supports unhoused individuals and families. This marquee fundraiser solicits a significant portion of the annual funding for the shelter, and this year it garnered more than $615,000!

It has been our pleasure to support this great organization for most of the just over twenty years we've been in business! We support the Cross Roads House mission to meet the immediate needs of homeless families and individuals, and to provide them with the tools and guidance they need to return to permanent housing successfully. This transitional shelter has helped homeless families and individuals get back on their feet for more than forty years. Would you like to help? Join us and the other wonderful sponsors below on MAY 4, 2024 for the 22nd annual Benefit by the Sea! Sponsorship and individual ticket information can be found here: https://lnkd.in/eVPvqxAR

𝘚𝘌𝘊𝘜𝘙𝘌 2.0 𝘗𝘳𝘰𝘷𝘪𝘥𝘦𝘴 𝘕𝘦𝘸 𝘙𝘦𝘵𝘪𝘳𝘦𝘮𝘦𝘯𝘵 𝘚𝘢𝘷𝘪𝘯𝘨𝘴 𝘖𝘱𝘵𝘪𝘰𝘯𝘴 𝘪𝘯 2024: Things you should know! The SECURE 2.0 Act, passed in December 2022, made wide-ranging changes to U.S. tax laws related to retirement savings. While some provisions were effective in 2023, others did not take effect until 2024. Here is an overview of some important changes for this year.

In the ever-evolving landscape of financial planning, securing a prosperous future for your loved ones is a top priority. One key component that holds immense potential for shaping the educational journey of your children or grandchildren is the 529 savings plan. Please read on to learn more and call us if you need help!

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