You don’t measure success with a dollar sign; and your goals for your wealth aren’t strictly financial. Your measure of success is your spouse’s peace of mind, seeing your children make smart financial decisions of their own, and making a difference in the world. What matters to you is stewardship: preserving wealth for the benefit of the greater good -- the people, community, organizations and world that you care about.
In a financial advisor, you need someone who understands your perspective, someone to act as a sounding board. You want someone who can simplify the chaos of your financial situation and explain the options and solutions to you in everyday language. So that you can have the peace of mind and assurance that your financial situation is in order.
Seneschal Advisors, LLC is a financial advisory firm that helps you intelligently manage and preserve wealth, while reconnecting financial decisions with values and purpose. We work with you to create comprehensive financial plans, to simplify your holdings, and to support the actions that help you make a difference in the world-- financial and otherwise.
Seneschal Advisors, LLC is a registered investment adviser with the SEC. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.