SEAGATE Wealth

Seagate Advisors is an independent boutique wealth management firm serving investors and families across Eastern North Carolina. Founded by John E. Dawson, CFP®, the firm has provided financial guidance since 1999, drawing on a commitment to integrity, objectivity, and disciplined long-term planning. Its personalized, face-to-face approach is designed to help clients manage, build, and preserve wealth through changing stages of life.

Seagate works primarily with long-term investors who have at least $250,000 in investable assets and a five-year or longer investment horizon. Services include fee-based investment solutions, 401(k) rollovers, individual retirement accounts, retirement planning and income strategies, intergenerational wealth transfer, long-term care planning, and disability insurance strategies. The firm emphasizes transparent investment management and strategic oversight, with securities and advisory services offered through LPL Financial.

John Dawson serves clients from offices in Kitty Hawk and Greenville, North Carolina. Seagate does not provide services such as debt counseling, tax preparation, legal advice, short-term financial coaching, or individual stock research.