Welcome to R. Seeger Wealth Management Ltd.
Wealth Management Firm in Lindenhurst, NY
R. Seeger Wealth Management Ltd. is a full-service wealth management firm and a SEC Registered Investment Adviser (RIA) located in Lindenhurst, NY. Since establishing the firm in 2010, founder Richard Seeger continues to serve as a fiduciary to clients along the East Coast – from New York to Florida. His expertise includes retirement services, estate planning, trust services, and next generation wealth education.
Richard is a CERTIFIED FINANCIAL PLANNER™ and an active member of the Financial Planning Association of Long Island. He always has his clients’ best interests at heart, providing services with full transparency. When working with Richard, you are treated as a member of his family, and family is what he values most.
Richard cares about helping individuals and their families achieve financial independence. He has established a “fee only” firm for wealth management services that are both comprehensive and effective. For more information, contact Richard today at (631) 592-9729. Richard is here to help you develop a sound financial plan.
Richard T. Seeger CFP®, MBA
Richard received his undergraduate degree in Business Administration from Florida Atlantic University and has an MBA in Finance from Manhattan College. In 1994, he began his career in downtown Manhattan at the World Financial Center and has held several FINRA licenses (Series, 7, 63 and 66). After becoming a CERTIFIED FINANCIAL PLANNER™ in March of 2009, Richard established R. Seeger Wealth Management, Ltd. in 2010, and worked hard to become a fiduciary clients can trust. Today, Richard continues to further his education through conferences and seminars.
Richard is also a member of the Knights of Columbus. He and his wife, Erin, currently reside in Massapequa, NY.
Disclaimer
R. Seeger Wealth Management, Ltd (“RIA Firm”) is a SEC registered investment adviser located in Lindenhurst, NY. R. Seeger Wealth Management, Ltd may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. R. Seeger Wealth Management, Ltd web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of R. Seeger Wealth Management, Ltd web site on the Internet should not be construed by any consumer and/or prospective client as RIA Firm Name’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by R. Seeger Wealth Management, Ltd with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of R. Seeger Wealth Management, Ltd, please contact the state securities regulators for those states in which R. Seeger Wealth Management, Ltd maintains a registration filing. A copy of R. Seeger Wealth Management, Ltd current written disclosure statement discussing RIA Firm Name’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from R. Seeger Wealth Management, Ltd upon written request. R. Seeger Wealth Management, Ltd does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to R. Seeger Wealth Management, Ltd web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.