At Shea Wealth Management, we’ve created our culture and atmosphere over 3 generations helping families better understand investments so they may thrive in the accumulation, protection, enjoyment and transfer of wealth. When you step into our office, we want you to immediately feel a sense of confidence because the minute you walk through our doors, you’re already on the fast track to living a more successful and enjoyable life. We strive to create an open, nonjudgmental space where you can share your concerns as well as hopes & dreams. Every one of us understands that managing money is a huge responsibility, and we value having the opportunity to take some of the responsibility off your shoulders.

We’ve worked hard to build the culture we have today, and every new member who joins us offers our clients even more value through their shared values, priorities and vision. Culture is not something we take lightly, as we know that the only way our clients will be truly happy working with us is if every team member is aligned on the same principles.

Only through careful listening do we understand our clients’ goals to build a personalized financial plan. Individual peace of mind for our clients is what we strive to accomplish in every relationship. Life can be challenging at times, so we try to balance that out through transparency, honesty and following the Golden Rule. We go to work everyday to make our clients lives better.  We are available for you when you need us most.