Business Details
16 Years
experience
Emergency
services
Your Trusted Partner for Comprehensive Wealth Management Solutions
Founded in 2010, R Seeger Wealth Management operates as a SEC Registered Investment Adviser, providing fiduciary-driven financial planning services across the East Coast. Our founder, Richard Seeger, brings over two decades of experience in finance, including FINRA licenses and CERTIFIED FINANCIAL PLANNER certification, to deliver personalized wealth management solutions. We specialize in retirement planning, estate planning, trust services, and intergenerational wealth education, prioritizing client needs through transparent, fee-only advisory relationships.Collaborating with local estate attorneys and tax professionals, we offer comprehensive strategies tailored to individual circumstances while maintaining rigorous data security standards. Our commitment to continuous education ensures clients benefit from evolving industry insights and best practices.
Services
Retirement Services
Estate Planning
Trust Services
Wealth Education
Financial Planning
Details
- Year established: 2010
Highlights and features
- We operate as fiduciaries, prioritizing client interests above all else
- Our CFP professional holds FINRA Series 7, 63, and 66 licenses
- Fee-only structure eliminates conflicts of interest in financial advice
- 24/7 availability for urgent client needs and consultations
- Personalized approach combining financial expertise with family values
Associations and certifications
- SEC Registered Investment Adviser
- CERTIFIED FINANCIAL PLANNER
Services
Retirement Services
Our retirement services help clients navigate complex financial decisions through personalized planning strategies. We analyze Social Security optimization, pension options, and investment management to create sustainable income streams. With ongoing portfolio monitoring and tax-efficient withdrawal strategies, we ensure clients maintain financial security throughout their retirement years while adapting to changing market conditions.
Estate Planning
Estate planning services focus on preserving wealth for future generations through wills, trusts, and advanced directives. We coordinate with legal professionals to establish gifting strategies, charitable giving plans, and probate avoidance mechanisms. Our approach minimizes tax liabilities while ensuring clear asset distribution according to client wishes, providing peace of mind for families.
Trust Services
Trust services specialize in creating customized legal structures to protect assets and manage intergenerational wealth transfers. We implement revocable and irrevocable trusts, special needs trusts, and charitable remainder trusts tailored to individual circumstances. These solutions provide tax advantages, creditor protection, and controlled asset distribution while maintaining compliance with evolving estate regulations.
Wealth Education
Next generation wealth education programs teach families about financial stewardship and succession planning. Through workshops and personalized guidance, we help clients understand investment principles, tax implications, and responsible wealth management. Our educational approach fosters informed decision-making and prepares future generations to maintain family financial legacies effectively.
Financial Planning
Comprehensive financial planning integrates retirement, estate, and investment strategies into cohesive roadmaps for long-term success. We assess risk management needs, tax optimization opportunities, and cash flow management while maintaining fee-only transparency. Our holistic approach ensures all financial aspects work synergistically toward achieving client-defined goals across different life stages.
People
Richard T. Seeger
Founder & Financial Adviser
Richard Seeger, CFP, MBA, established the firm in 2010 after 15+ years in finance. A former World Financial Center professional, he combines FINRA licenses with fiduciary principles to serve East Coast clients. Active in the Financial Planning Association of Long Island, he prioritizes family values in financial decision-making.
Questions
What services does R. Seeger Wealth Management offer?
We provide retirement planning, estate planning, trust services, and intergenerational wealth education tailored to individual client needs.
How is the firm compensated for its services?
We operate a fee-only structure with transparent pricing, eliminating conflicts of interest from commissions or product sales.
Are services available outside regular business hours?
Yes, we offer evening and weekend appointments to accommodate client schedules beyond standard office hours.
What qualifications does Richard Seeger hold?
Richard is a CERTIFIED FINANCIAL PLANNER™ professional with FINRA Series 7, 63, and 66 licenses and an MBA in Finance.
Which geographic areas do you serve?
We primarily serve clients along the East Coast from New York to Florida.
How does the firm ensure data security?
We invest in advanced technology solutions to protect client personally identifiable information and financial data.
