“Would you tell me, please, which way I ought to go from here?"
"That depends a good deal on where you want to get to."
"I don't much care where –"
"Then it doesn't matter which way you go.”
Lewis Carroll, Alice in Wonderland

At Seapointe Capital we focus on the classical approach: data gathering (including subjective information such as lifestyle goals estate planning, and personal attitudes toward risk tolerance, and simplicity of your financial affairs), the preparation of a plan, the presentation of a plan (including strategic and tactical courses of action), plan implementation and plan monitoring.

The objective of a transaction is to "put the ball between the posts" and score a goal or in real estate vernacular "close a transaction". To achieve the client goals we partner with professionals in a variety of disciplines to add their expertise. This collaborative approach helps to more rapidly achieve the stated goal: a closed transaction.

"Thinking is easy, acting is difficult, and to put one's thoughts into action is the most difficult thing in the world"  Johann Wolfgang von Goethe.