Our Mission

Our mission is to make a meaningful difference in the lives of our clients by helping them pursue their financial goals and gain the confidence they desire.

Our Approach

Clear and regular communication is integral to our process and how we build strong relationships with all of our clients.

Our Values

Our practice is guided by six core principles: trust, integrity, stability, stewardship, service, and communication.

A proactive, full-service wealth management team ready to serve.

A proactive, full-service wealth management team ready to serve.

Our Team

James D. Sheehan

James D. Sheehan

CFP®, CPWA®
FOUNDER | MANAGING PARTNER

Learn more
Shawn R. Tighe

Shawn R. Tighe

CFP®
MANAGING PARTNER

Learn more

Our Services

Retirement
Planning

Learn more

Estate Planning
& Trusts

Learn more

Multi-generational
Planning

Learn more

Tax Strategies
& Planning

Learn more

Financial
Planning

Learn more

(NUA) Net Unrealized Appreciation

Learn more

Investment
Management

Learn more

Cashflow
Planning

Learn more
Financial Calculators

Financial Calculators

Explore a variety of financial calculators available to help with retirement planning, estate planning, investment analysis, insurance needs, tax planning, cash flow management, and lifestyle goals. These calculators can help you assess your current financial situation, identify areas for improvement, and make informed decisions about your financial future.