Working With Us

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A family dynamic is one of the differences that sets Seaman/McKinney Wealth Management Group of Wells Fargo Advisors apart from other financial advisory teams.

With Robert J. “Bob” Seaman, son-in-law Chace McKinney, and daughter Leah McKinney, our clients can benefit from two generations, years of experience and our diverse points of view. The goal is for clients to feel like we are an extension of their family and trust us when it comes to creating solid financial strategies.

We focus on each individual client and know that everyone has different needs and goals. Whether you are interested in passing on your wealth, preparing for retirement or preserving your family for the future, our team can create a tailor-made solution to fit the objective. Each of our clients gets the same diligent research and professional service no matter if they’re just starting out or have a lifetime of savings.

After our first meeting, we gather recommendations and build a strategy. Then, we make adjustments as life changes and the market moves. When suggesting solutions, we put ourselves in their shoes and make decisions that we believe are good for the client. This approach includes clear and valuable communications around transactions and time to get to know each other. We see education, information and follow-through as part of our process and encourage our clients to ask questions and learn about their portfolios.

Our objective is to have clients that are with us for the long term and who see us as an integral part of their financial—and life—decisions. Through it all, we treat our clients like we want to be treated; with dignity, respect and integrity.