About US

Seagate Global Wealth Management provides investment advisory services to institutions, high net worth individuals, family offices, international companies, governmental entities and others.

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SGWM works with you as your fiduciary without conflict to help you achieve your financial objectives. 

 

Your account is held at Charles Schwab & Co., in your name, providing you with the confidence and convenience of one of the world's largest investment platforms.

 

SGWM assists you to manage your assets based on your written instructions, so you are in control of your assets.