Broker Check

Wealth Managers

Thomas Seneca

Managing Partner


Mr. Seneca is a finance veteran. Mr. Seneca developed his extensive finance and investment experience as an investment banker with Goldman Sachs and Deutsche Bank. At these two prestigious institutions, Mr. Seneca conducted due...

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Martin Hurlburt



Mr. Hurlburt helps busy, successful professionals prepare for, enter and enjoy their retirement. He also works with people who would like a 'work optional' lifestyle. His typical client is 50-75 years old with $1M+ in their portfolio....

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