The team of investment advisors who comprise the R. Seelaus Wealth Management Group offers a full-suite of investment strategies and solutions. We work with high-net-worth individuals and families, business owners, foundations and endowments, financial advisors, and corporations.

Collectively, our team of wealth managers have over a century of investment experience. We have been through every economic cycle since the late 1970’s and have been helping our clients successfully navigate their financial lives for nearly as long.  Our investment ideas are guided by current monetary and fiscal policy, our extensive knowledge of specific sectors and the markets as a whole. Our culture fosters open dialogue and sharing of knowledge and expertise in order to assist our clients.

Our professional managers also have direct access to our security analysts, each of whom have between 20 and 30 years of experience in their respective areas of concentration. And, our analysts are available to our clients directly, should they desire, to gain an in-depth understanding of the financial instruments that make up their portfolio.
Read more about them here.

 

Our Investment Philosophy

No two individual situations are alike, and as such your personal investment plan will reflect your long-term requirements, your specific guidelines, your preferences, your cash flow requirements, and you risk tolerance.

We are the calm voice of reason when there is turbulence in the market, and we help our clients stick to well-considered plans and to recognize when plan or portfolio changes need to be made.

Finally, accessibility is a cornerstone of our business. We are sensitive to the needs of our clients and we understand the importance of our role as your trusted advisor. As such, we believe that your wealth manager should fully understand your total financial picture and be available to consult with you on any financial decision.

 

Our Investment Solutions

  • Portfolio construction and rebalancing
  • Strategic and tactical asset allocation advice
  • Investment consulting & review
  • Retirement planning
  • Estate planning
  • Insurance planning

Our longevity in the field of investment services, has also led to strong working relationships with an array of outside independent legal, tax and insurance experts. This allows us not only to deliver unbiased financial management advice but also to give our clients the comfort of knowing these outside experts have been vetted should they need to seek independent consultation.