Enterprise Risk Management: Concerned about business risks? We’ve got you covered with experienced guidance, training, and partnerships that help safeguard your business and efficiently grow your cash reserves.

Exit Planning: Whether you’re selling, retiring, or moving on, we help business owners understand their options for transitioning out of their company without a huge tax bill.

Tax Efficiency: We want you to prosper professionally and personally—and that means making smart tax decisions. We will educate you on all your opportunities to legally lower your tax bill, and the associated risks and advantages.

Tax Efficiency: As a real estate investor, you need to consider how your investments impact your tax situation. We understand how complicated investing in real estate can be, and our team has the experience to help you manage your taxes, returns, and liability.

Offensive or Defensive Strategy: We understand that real estate investors may have different objectives and risk tolerances. That’s why we offer solutions and investments that span a wide range of risk profiles—from growth-first investors to risk-averse, defensive game plans.

Access to Alternative Investments: We provide access to alternative investment opportunities that should only be purchased after thorough due diligence.

Asset Protection: Your wealth was built from years of dedication, and you deserve the comfort of knowing it’s safe. Our experienced team of financial planners can assess your situation and help tailor a plan to meet your needs for asset protection.

Real Estate Investments: As a client of SeaCure, you can trust us to help you navigate the complex world of private placements and find opportunities that align with your investment goals.

Tax Strategies: We offer tax strategies specifically tailored to the needs of high-net-worth families looking for highly customized tax plans that minimize the tax burden and maximize wealth.

Estate & Philanthropic Planning: We create customized plans that help you preserve your legacy, while also making a positive impact through philanthropic giving.

Education Planning: We examine the costs of your child’s college lists and discuss tax-advantaged savings options, tax credit eligibility, and how to use loans without relying on high-interest private debt.

Our founder, Carolyn, has worked with women from all backgrounds and understands the challenges that come with enduring difficult life events. With her guidance, she provides education and hands-on support to help women overcome their fears and move forward.