Your financial partner through life’s transitions.

Seneschal’s team provides clients with the tools, resources, and confidence needed to plan for retirement. They listen to concerns, help set goals and begin the steps to evaluate the data needed toward starting retirement.

Who We Are

When dealing with an unexpected medical emergency, many clients focus on more urgent priorities. The fear of losing the wealth they have accumulated over time shouldn’t be a concern. Seneschal helps guide clients through creating a financial plan to get them through unpredictable circumstances.

What We Do

Many clients come to Seneschal during a time of life’s transitions such as divorce. Being faced with the fear of starting over financially, Seneschal helps educate and provide clients the resources they need during times of uncertainty.

View Financial Resources

We're a passionate team of independent advisors working on your behalf.

Planning for Life’s Transitions

Transitions can be stressful – they often involve stepping outside of your comfort zone and into an uncertain future. Whether you are looking to retire or are recovering from the death of a spouse, having an experienced, steady hand to hold can reduce stress and help you make better financial decisions.

We’ll provide you with the confidence to regain financial independence in the next phase of your life.

  • Retirement / Financial Independence
  • Inheritance
  • Death of a Spouse
  • Divorce
  • Business Succession

Managing Family Wealth

Our process of wealth management begins with clearly identifying your most important life goals. We help you design an efficient investment portfolio to achieve your required return and minimize risk and we help you apply time-tested wealth management principles. As importantly, we help you develop a tax-efficient plan for using, preserving and transferring wealth to future generations and the charities you care about the most.

  • Portfolio Design & Oversight
  • Asset Protection / Risk Management
  • Liability Management
  • Cash Flow
  • Tax Planning
  • Estate Planning

Wondering when you can retire?
We can help with that.

Here’s a fun tool you can use to help determine how close you are to financial independence. An advisor’s reminder: simple tools like this one give simple answers, so after test driving our retirement calculator, give us a call for a more in-depth assessment.

Try our retirement calculator

PDF cover sheet

Download Financial Planning Guide

Questions? Let’s chat

If you have questions about our services or would like more information, please feel free to schedule a complimentary consultation.

253 460 3430