Wealth Advisor

Darwin Heath

617-549-0051

168 Coolidge Farm Rd
Center Sandwich, NH 03227

WHeath@seacrestwm.com

 

Background & Experience

Mr. Heath has customized financial and portfolio solutions for clients since 1976 including: mid-size business owners,family offices,trusts,& tax-exempt entities. He strives for annual positive returns with low standard deviation. Areas of Focus: Global–20+ Asset Classes, Above market returns with lower volatility.

Designations: Wealth Advisor, RIA,MBA ,NYU–Mid-Town, FINRA SERIES 7,63,65

617-549-0051

168 Coolidge Farm Rd
Center Sandwich, NH 03227

WHeath@seacrestwm.com

 

How I Can Help You

Mr. Heath differentiates himself from his peers. With conservative, moderate & aggressive portfolios, he customizes the risk for each client, and focuses on long-term growth while preserving capital. Each portfolio will generally include Bonds, Gold, Energy, Currency ETF’s & as Appropriate, Mr. Heath recommends Private Equity, Real Estate, and other Alternative Investments, IPO’s, and Hedged Investments.

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