About Us

Shea Wealth Management is an independent, wealth management firm that has always believed in the "Client First" philosophy. This requires that we not only seek to understand our clients' goals and objectives but that we also understand the myriad solutions that are available in both planning structures and through implementation of investments.  We have built a culture through years of experience to provide financial peace of mind through a deeply personal, collaborative approach to financial planning and investment advice. 

By placing people and relationships at the center of what we do, we aspire to meet every wealth management need with exceptional service, making Shea the first call for our clients when they make decisions that may significantly impact their lives.

In addition to 3 generations of experience advising clients in all stages of life, our advisors continue investing in advanced, specialized education which includes Certificate in Financial Planning from Southern Methodist University, and designations awarded for Certified Financial Planner (CFP®), Chartered Financial Consultants (ChFC®), Chartered Life Underwriter (CLU®), Charter Advisor for Senior Living Designations (CASL®).