Seagate Advisors is an independent boutique wealth management firm serving the Greater North Carolina area and beyond since 1999. The firm focuses on helping clients create, grow, and preserve wealth through comprehensive financial guidance. Its services include retirement income planning, investment advisory solutions, individual retirement accounts, retirement planning, and 401(k) rollovers. Seagate also offers income solutions, long-term care planning strategies, life insurance and succession planning, and disability insurance.

The firm emphasizes integrity, independence, and objectivity, with personalized, face-to-face service. Its team brings more than 60 years of combined industry experience. Seagate Advisors is affiliated with LPL Financial, a publicly traded financial services company that does not offer proprietary investment products or engage in investment banking. This relationship gives advisors access to tools and resources while supporting objective recommendations.

Seagate serves clients from locations in Wilmington, Greenville, and Kitty Hawk, North Carolina. Its stated service criteria are investors with a time horizon of at least five years and investable assets of $250,000 or more.