Jamie Yarbrough - SeaCrest WM

Jamie Yarbrough - SeaCrest WM Our team of skilled professional’s manage assets entrusted to us by individuals and corporations across the southeast. You also benefit from our size.

SeaCrest Wealth Management offers fee only comprehensive financial planning, and portfolio management planning services for individual, families, trust, corporate and institutions. Over the ensuing years our highly disciplined approach to market evaluation and risk management we attracted a growing number of large individual investors and employee benefit plans seeking to preserve capital, accumul

ate wealth and control risk. We are proud to add that we can measure our success in terms of client satisfaction. Our approach validates that our clients are satisfied are achieving their objectives with rewarding consistency. We are an independent firm, with no ties to a large Wall Street firm. You receive advice unblemished by any conflicts of interest. We are free to recommend the best financial products to help you meet your goals. And with no sales quotas, we can devote the time needed to properly research and monitor your investments. As a boutique advisory serving high-net-worth individuals, every relationship is important to us. With no national ad campaigns, we rely on referrals from people to grow our business. You won’t be treated like just another account number, and there is no corporate bureaucracy when you need an answer about your money. Our staff understands that you expect excellent service. Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams. Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition.

The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.
08/19/2026

The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.

The tax rules governing profits you realize from the sale of your home have changed in recent years.

Trump Accounts opened on July 4. A few questions are worth considering:➡️ Our baby is 18 months old. Do we qualify for t...
08/18/2026

Trump Accounts opened on July 4. A few questions are worth considering:

➡️ Our baby is 18 months old. Do we qualify for the $1,000?

Yes. Every U.S. citizen baby born since January 1, 2025, qualifies for a one-time $1,000 federal contribution.

➡️ Is there an income maximum?

No. Eligibility is based on the child's citizenship and birth date, not family income.

➡️ Our child is 7. Did we miss it?

Not entirely. Any U.S. citizen under 18 can have an account opened. The federal $1,000 payment applies only to children born in 2025 through 2028, but everything else still applies.

➡️ Can grandparents contribute?

Yes. Up to $5,000 per year combined across parents, grandparents, family, and the child themselves.

➡️ What is the catch?

State tax conformity varies; California, for example, does not currently conform.

Whether to contribute, how much, and how to coordinate it with what you already have are all worth talking through. Our team is here for that.

Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.
08/17/2026

Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

There are many factors to consider before tapping retirement money to pay for college.
08/14/2026

There are many factors to consider before tapping retirement money to pay for college.

There are three things to consider before dipping into retirement savings to pay for college.

Address

Greenville, SC
29615

Telephone

+18643125302

Website

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