Seek First is a family office that coordinate all the financial affairs for a small community of clients.
 
We provide comprehensive financial planning: Our team manage investments, plans & file taxes, coordinates insurances, update estate planning to get their entire financial house in order.

Our team’s focus is to offer a customized and strategic approach to each client, building long-term relationships with the highest level of service. We are not about just delivering financially but helping them live their Ideal Life!

Each day there is fun, excitement and challenge. We attract incredibly talented people who have a heart to serve.

We have a “High trust” culture where we are free to act autonomously yet with a high degree of collaboration and teamwork

Insurance

Investment Management

Personal Finance

Seek First

Scott Pearring

Trystan Cleaver

This department oversees client investments and manages client services.

Seek First

Org chart

Teams

Investment Management

Offices

Seek First

Org chart

Teams

Investment Management

Offices

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