R Seeger Wealth Management

At R. Seeger Wealth Management Ltd., we are a full-service wealth management firm and a SEC Registered Investment Adviser (RIA) located in Lindenhurst, NY. Since our inception in 2010, our founder, Richard Seeger, has been dedicated to serving clients along the East Coast, providing them with expert guidance and comprehensive financial services.

Our Mission

Our mission is to help individuals and their families achieve financial independence by providing personalized wealth management services. We take pride in being a "fee-only" firm, which means we operate with complete transparency and always put our clients' best interests at heart. Our goal is to build long-term relationships with our clients, and we strive to provide them with the highest level of service and expertise.

Our Services

We offer a wide range of financial services, including retirement services, estate planning, trust services, and next-generation wealth education. Our team, led by Richard Seeger, a CERTIFIED FINANCIAL PLANNER, is dedicated to providing comprehensive and effective solutions tailored to each client's unique needs and goals. We work closely with our clients to understand their financial situations, identify areas of improvement, and develop personalized plans to help them achieve their objectives.

Our Expertise

Richard Seeger, our founder, has extensive experience in the financial industry, having begun his career in downtown Manhattan at the World Financial Center in 1994. He holds various FINRA licenses (Series 7, 63, and 66) and has been a CERTIFIED FINANCIAL PLANNER since 2009. Richard's expertise and commitment to ongoing education ensure that our clients receive the most up-to-date and effective financial guidance.

Our Values

At R. Seeger Wealth Management Ltd., we value honesty, integrity, and transparency in everything we do. We believe in building strong relationships with our clients, based on trust, respect, and open communication. We are dedicated to providing exceptional service, always putting our clients' interests first, and striving to make a positive impact on their lives.