Seagate Wealth Management

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1290 E Arlington Blvd Ste 102
Greenville, NC 27858

Seagate Wealth Management is an independent wealth management advisory firm based in Greenville, NC, specializing in comprehensive retirement income planning, investment advisory services, and insurance solutions. With over 60 years of combined industry experience, their team prioritizes integrity and objectivity, delivering personalized, face-to-face service to clients looking to create, grow, and preserve their wealth.

Founded in 1999, Seagate Advisors partners with LPL Financial, a publicly traded financial services company, allowing them to offer unbiased financial strategies without the pressure to sell proprietary products. This collaboration ensures that their advisors can provide tailored financial guidance, meeting the individual needs of investors with assets of $250,000 or more and a long-term investment horizon.

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