Seastrunk Financial Management, LLC

Seastrunk Financial Management serves individual clients—including those entering or in retirement—high‑net‑worth individuals, and fiduciary entities such as trusts and estates. The firm provides wealth counseling, modular and comprehensive financial planning (including one‑time and ongoing plans), discretionary investment management, and prepares personal income tax returns as part of its service offering.

The firm’s client process typically begins with a Financial Check‑up and uses the eMoney Advisor platform plus periodic meetings (in‑person, telephone, or webinar) to assess goals, risk tolerance, and construct investment plans. Portfolio management is generally discretionary and emphasizes diversification across no‑load mutual funds, ETFs, and select individual securities, with periodic rebalancing and tax‑aware techniques such as tax‑loss harvesting.

Compared with many peers, Seastrunk integrates tax preparation into its advisory practice—preparing personal income tax returns for many advisory clients and, at times, paying for filings and being reimbursed or debiting client accounts for those costs. The firm also emphasizes client collaboration through online tools and webinars and offers modular, situational services (cash flow, retirement, education, estate and divorce planning) that clients can engage on a one‑time or ongoing basis.