Successful wealth management is more than just investment advice. It combines expertise from a wide variety of financial disciplines- from estate planning to retirement income planning- to ensure that your finances have a clear direction.
Like all of our financial planning services, our wealth management team puts your unique needs and goals at the forefront. This means that we develop close relationships with our clients, not only to understand their financial situations, but also to determine their tolerances for risk and other preferences.
In addition to exceptional personalized service, Seckel Capital offers first-rate security and protection for our clients' assets through our partnership with TD Ameritrade's asset custodianship service.