Who We Are
We are a boutique financial services firm offering tailored solutions to families, institutions, and multi-generational investors. Our team of experienced professionals uses their expertise to craft personalized strategies that help you achieve your long-term financial objectives.
Our Team
Financial Advisor
Chris Seeley has been advising private and corporate clients about their investments and financial plans since 2002. Chris specializes in retirement planning, intergenerational wealth transfers, estate planning, trusts, annuities and life insurance. Chris began his career as a Financial Advisor at UBS Paine Webber in Boston and later Smith Barney. In 2005, Chris founded an independent financial practice which continues today. Chris graduated from The George Washington University and holds the Series 6, Series 7 and Series 66 licenses and is a registered investment representative in 47 states, as well as holding several insurance licenses and designations. He has offices in Boston, Washington, D.C., Worcester, Hartford CT, and Western Massachusetts.
Steven T. Howard AIF®
Financial Advisor – Asset Allocation
Steven T. Howard joined the firm following a 20-year career creating and managing client portfolios at Morgan Stanley and predecessor companies. As a Managing Director based in New York, he focused his attention on helping high net worth individuals build and preserve wealth using a disciplined, process-based approach to investing. Steve has also held various strategy and research positions within Citigroup. He spent two years managing the Citi Private Client Investment Strategy team in London and worked as the financial services strategist for Smith Barney in New York. He received an M.B.A. degree in Accounting and Finance from New York University’s Stern School of Business. Steve’s background in portfolio management, asset allocation, and macroeconomics dovetail well with the team’s client-first approach to wealth management. Steve lives in Longmeadow, MA with his wife and four children.
Paraplanner
Katie joined the firm in 2017. She works closely with our advisors and our clients to help with onboarding, service, and paperwork. She has deep institutional knowledge of the business. Katie also helps develop our Client Relationship Management workflows. Katie is a 2014 graduate of the University of Massachusetts Dartmouth where she received a BS in Finance. She is Series 65 certified and is a Massachusetts Notary Public.
Sharon Kamp
Director of Client Solutions
1987-1997 Chairman- NSSTA Administrative Education Division
Licensed Insurance Adjuster
Sharon is not affiliated with Cambridge Investment Research
Timothy A. Seeley
Director of Research
Graduate of Western New England College
Timothy is not affiliated with Cambridge Investment Research
Tony Lopes
Relationship Manager
Anthony “Tony” Lopes joined Seeley Capital Management in 2018. After completing his bachelor’s degree, Tony spent 15 years with one of the largest non-profit credit and housing counseling agencies in the county, spending 10 of those years as a member of the executive leadership team. In his most recent position, Tony was a Branch Manager at one of the largest Home Equity Conversion Mortgage lenders in the country.
Tony has been a frequent speaker at housing and mortgage lending conferences and has been interviewed and featured in USA Today and has written articles for numerous national publications.
Tony graduated from William Paterson University with a degree in Sociology and lives in Agawam, MA with his wife and daughter.
Tony is not affiliated with Cambridge Investment Research
What We Do
At Seeley Capital, we specialize in providing tailored financial solutions, including structured settlements, fixed annuities, settlement planning, and life insurance. Our services are designed to help individuals and families secure their financial future with customized plans that meet long-term goals.
Our Approach
Our Mission
At Seeley Capital, our mission is to partner with our clients to assist them in making smart financial choices through uncompromising integrity, trust, and personalized service.
Structured Settlements
We understand that receiving a large sum of money from a legal settlement can be overwhelming. That’s why we offer structured settlement solutions tailored to meet your unique financial goals. Whether you’re looking to secure long-term income, cover immediate expenses, or maximize your settlement’s value, we’re here to guide you through every step of the process.
Structured Settlements
We understand that receiving a large sum of money from a legal settlement can be overwhelming. That’s why we offer structured settlement solutions tailored to meet your unique financial goals. Whether you’re looking to secure long-term income, cover immediate expenses, or maximize your settlement’s value, we’re here to guide you through every step of the process.
Fixed Annuities
At Seeley Capital, we understand the importance of financial stability and peace of mind, especially when planning for retirement. That’s why we offer fixed annuities as a reliable, low-risk solution to provide you with guaranteed income over time. Whether you’re looking to supplement your retirement, create a steady income stream, or grow your savings safely, fixed annuities can help you achieve your long-term financial goals.
Fixed Annuities
At Seeley Capital, we understand the importance of financial stability and peace of mind, especially when planning for retirement. That’s why we offer fixed annuities as a reliable, low-risk solution to provide you with guaranteed income over time. Whether you’re looking to supplement your retirement, create a steady income stream, or grow your savings safely, fixed annuities can help you achieve your long-term financial goals.
Settlement Planning
We specialize in helping individuals and families navigate the complexities of settlement planning. Whether you’ve received a legal settlement from a personal injury case, medical malpractice, or any other type of claim, it’s essential to have a solid financial plan in place. Our settlement planning services provide you with the knowledge, tools, and personalized strategies to ensure that your settlement works for you—both now and in the future.
Settlement Planning
We specialize in helping individuals and families navigate the complexities of settlement planning. Whether you’ve received a legal settlement from a personal injury case, medical malpractice, or any other type of claim, it’s essential to have a solid financial plan in place. Our settlement planning services provide you with the knowledge, tools, and personalized strategies to ensure that your settlement works for you—both now and in the future.
Life Insurance
We know that safeguarding your family’s future is your top priority. Life insurance is one of the most important steps you can take to ensure that your loved ones are financially secure, no matter what happens. Whether you’re looking to provide income replacement, cover outstanding debts, or leave a lasting legacy, our life insurance solutions give you peace of mind knowing your family is protected.
Life Insurance
We know that safeguarding your family’s future is your top priority. Life insurance is one of the most important steps you can take to ensure that your loved ones are financially secure, no matter what happens. Whether you’re looking to provide income replacement, cover outstanding debts, or leave a lasting legacy, our life insurance solutions give you peace of mind knowing your family is protected.
Boston
877-683-7147
2 Granite Ave.
Suite 415
Milton, MA 02186
Map & Directions
Washington D.C.
877-683-7147
1700 N. Moore St.
Suite 1005Arlington, VA 22209
Map & Directions
East Longmeadow
877-683-7147
200 N Main St.
Suite 1203, West Building,
East Longmeadow, MA 01028
Map & Directions
Office Hours
Mon-Fri: 9am – 5pm
Sat-Sun: Closed
Office Hours
Mon-Fri: 9am – 5pm
Sat-Sun: Closed
Office Hours
Mon-Fri: 9am – 5pm
Sat-Sun: Closed
Boston
877-683-7147
2 Granite Ave.
Suite 415
Milton, MA 02186
Map & Directions
Office Hours
Mon-Fri: 9am – 5pm
Sat-Sun: Closed
Washington D.C.
877-683-7147
1700 N. Moore St.
Suite 1005Arlington, VA 22209
Map & Directions
Office Hours
Mon-Fri: 9am – 5pm
Sat-Sun: Closed
East Longmeadow
877-683-7147
200 N Main St.
Suite 1203, West Building
East Longmeadow, MA 01028
Map & Directions
Office Hours
Mon-Fri: 9am – 5pm
Sat-Sun: Closed
Investment Advisory Services offered through Independent Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, to residents of: California, Colorado, Connecticut, Florida, Massachusetts, New Hampshire, New Jersey, New York, Pennsylvania, Rhode Island, Texas, and Vermont. Cambridge and Seeley Howard Private Wealth, Inc. are not affiliated. Cambridge does not provide settlement services. Cambridge Investment Research Advisors, Inc. is the Registered Investment Adviser.