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Our Mission

We Advise, but first we listen to you.

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. 

We build wealth strategies that serve our clients’ life needs.

We're Involved in our Community

We're Involved in our Community

At Shea Wealth Management, we believe success is not defined by financial, profession, and personal achievements, but our impact on the world around us. We hope to empower the people and special projects in our communities that make life better for all. 

Our team is passionate about improving the quality of life and identify causes to support non-profit organizations.

<span>We strive to exceed your expectations every day</span>

We strive to exceed your expectations every day

While our efforts will be focused on helping you achieve your objectives, our ultimate goal is for you to surpass them. After all, you’re investing time, money and energy into working with us, and we want to make sure you’re getting maximum value out of our relationship. Throughout our time together, we’ll be constantly looking for new ways to get you closer to where you want to be.

<span style="font-weight: 400;" data-mce-style="font-weight: 400;">Holistic, 360-degree perspective to&#160; financial planning with deep connections to the academic community.&#160;</span>

Holistic, 360-degree perspective to  financial planning with deep connections to the academic community. 

Through ongoing guidance and education, you’ll gain the confidence you need to make some of these decisions on your own. Of course, we’ll be here to guide you every step of the way, but throughout our partnership, we want to provide you with the knowledge and tools you need to confidently manage your finances and feel empowered about your financial future.

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