Experienced advisors, personalized advice.
Financial planning should take all aspects of your financial life into account. We focus on goals-based financial planning and personalized investment management to help you grow, protect and enjoy your wealth.
CFP Professionals & Fiduciary Standard
Only 25% of all Financial Advisors in the industry hold the CERTIFIED FINANCIAL PLANNER™ designation.
Our family firm has been helping individuals achieve life goals with trusted advice for three generations.
Financial Strategy: Our Business Is To Help You Succeed
At Shea Wealth Management, we serve busy professionals, pre-retirees and HNW families accumulate and protect wealth so they may maximize the enjoyment of their profession, have more free time to enjoy life in general and be more present in the growth of their families. Shea Wealth properly educates and positions clients retirement assets with streamlined, actionable financial plans.
We specialize in retirement preparation, income and estate planning so you may gain clarity and confidence about your financial future. By incorporating tax awareness into one's plan allows families to invest smarter over generations by reducing taxes and maintaining additional control over finances. We help continue your legacy goals.
Thoroughly
Financial planning should take all aspects of your financial life into account - from budgeting, cash flow, savings, debt management, estate planning, risk management, to tax planning. Investing is just one piece of the puzzle.
Succinctly
You deserve financial advice that’s actionable and easy to understand. Our goal is to help empower you to make exceptional financial decisions. Our team provides objective and independent advice based on Nobel Prize-winning financial research.
Dutifully
Our firm chooses to operate under the fiduciary standard. We have always had our clients best interests at the core of all of our decisions - and believe that’s how all financial planning should be.
For Everybody
Your life and goals will change over time, and we’re here to help guide you in the right direction - no matter what your desired destination may be.
