Seascape Capital Wealth Management Assessment

We welcome the chance to help you articulate your goals. By submitting this information, you'll be helping us to be prepared to discuss how we can assist you. Thank you for taking the time to answer these questions.

Required fields are in boldface.

 
First Name
Last Name
Home Phone
E-Mail Address
I am interested in: Portfolio Management
Retirement Planning
Estate Planning
Investment Allocation
Protecting a Concentrated Stock Position
Philanthropic Planning
Comprehensive Financial Planning
 
My time horizon to achieve my financial objective is:
(months/years)
 
My marital/family status is:
Married Single
Dependent Children
Adult Children
Grandchildren
 
I would describe my risk profile as:
Conservative - I desire mostly income from my investment assets
Moderate - mostly growth oriented with some income required from my investment assets
Aggressive - mostly growth oriented with no current income need from investment assets
Not sure
 
I am:
Working and currently years from my retirement objective
Retired and physically active
Retired and philanthropically active in my community
Retired and like to travel often
 
My approximate investment assets are:
$500K to $1MM
$1MM to $5MM
$5MM to $10MM
Over $10MM