We make your life, not just your financials, our priority. We look at money management not in a vacuum but in relation to all that`s important to you: your family and friendships, your favorite places and things to do. We get to know you, so you can focus and fund your life`s priorities. When we founded Seaward Management 30 years ago, we looked to give our clients advice that worked for them and their goals. We built our registered investment advisory firm to help them make the most from their money. Fast-forward three decades and we`re still focused on individualized ...
We make your life, not just your financials, our priority. We look at money management not in a vacuum but in relation to all that`s important to you: your family and friendships, your favorite places and things to do. We get to know you, so you can focus and fund your life`s priorities. When we founded Seaward Management 30 years ago, we looked to give our clients advice that worked for them and their goals. We built our registered investment advisory firm to help them make the most from their money. Fast-forward three decades and we`re still focused on individualized wealth management but with a wider view. We`ve learned from our clients that making financial decisions is even more about life – and less about money – than we thought. We discovered that life`s priorities drive money decisions not the other way around and that people`s values and their views on money are what`s central to managing wealth. The problem is, most advisors don`t have a framework to help clients clarify their priorities and make good choices and trade-offs in their financial lives. With this insight, we made the decision to evolve our wealth management approach and to add new tools to bring life and money together for our clients. Our new name, “Prio,” reflects the way we help clients understand how they feel about money, determine what really matters to them and then use their priorities to guide every decision we make together about their finances. We continue to be a leading investment firm with deep experience in wealth management and planning, but we are now even stronger champions for our clients. We understand people want to live a rich and meaningful life, and since getting there can be complicated, our approach offers the clarity, confidence and control to make managing life and money so much simpler.
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Number of Employees:
25-100
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Annual Revenue:
$1-10 Million