SHEA WEALTH MANAGEMENT

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... 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... By utilizing best practices and truly listening to each client, we have been..

Primary location: Richardson United States