Peace of mind. Simplification. Legacy.
Seneschal Advisors LLC works with clients to help them develop and implement clear plans for preservation and stewardship of their wealth. We create more than just financial plans. We help clients live their values, and align their financial decisions accordingly.
We are a fee-only financial advisory firm that works with clients on investment and estate planning, retirement and career transition planning, risk management and tax strategies. We help clients clarify their financial goals, implement their plans and create living legacies. Seneschal Advisors helps clients make the connection between their financial choices and the values and actions that matter most.
We offer the peace of mind that comes from knowing that a sound financial plan is in place. Through work with our financial specialists, our clients organize, synergize and simplify their financial affairs, prepare their families for the transfer and management of wealth, and contribute to a better world.
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