ChFC®, AIF®, CLTC
Sr. Wealth Management Advisor
After growing up in a family that lacked financial knowledge and planning, Seth launched his 16-year career in financial services with the desire to help others create the life they deserve. As a Chartered Financial Consultant® professional (ChFC®), Accredited Investment Fiduciary® designee (AIF), and Certified Long-Term Care (CLTC) consultant, Seth provides independent guidance to the highest fiduciary standard. He holds his Series 6, 7, 22, 31, 62 and 63 securities licenses.
Seth lives in Glastonbury, Connecticut with his wife, Gabrielle, and their dog, Indy. He enjoys staying active outdoors, reading, and studying American history.
What do you think Agency Wealth Partners can best help clients with?
It’s important for people to first understand that at Agency Wealth Partners, we offer a full suite of financial services, beyond investments and retirement planning. Our goal is to help our clients understand all the various the complexities of every aspect of their financial life and be a trusted and informed guide to help them navigate that.
I recognize that it takes time and trust to build a relationship where clients know – unequivocally – that we have their back. And I really want them to know that they can reach out to me as their advisor to really take off the pressure of figuring out what to do on their own. This level of trust is earned. It’s all about building relationships, building a deep level of trust and truly adding value for clients.
Do you have a personal or professional motto?
My motto and mission is: ‘Treat everyone as you would treat a member of your family.’ It’s my golden rule and number one guiding principal.
What do you like to read about, and can you recommend a book for us?
Growing up, I wasn’t an avid reader, but now as an adult I love to read. For work I am most interested in behavioral psychology and behavioral finance. I also love historical non-fiction, especially about the Revolutionary War, and inspiring or motivational books. One I can recommend is SAPIENS – A Brief History of Humankind by Yuval Noah Harari.
What is your favorite outside-of-work activity?
Grilling! I love to come home after work, relax a bit and then grill something on my deck for my family for dinner. Then I love to take some quiet time to recharge and read a bit in the evening, maybe while enjoying a Blanton’s Bourbon.