About Us

Our Firm

An experienced team with in-depth knowledge of energy industry Benefit Programs and Retirement Plans.

Sheehan Wealth Partners is a principled, independent firm with more than 35 years of combined industry experience. We focus on building strong relationships with clients who value our integrity and professionalism and seek a trusted partner to help them pursue financial security with confidence. 

Led by James D. Sheehan, a decorated veteran and major of the U.S. Marine Corps, our team is disciplined and knowledgeable. Drawing from our extensive experience working with customers from many backgrounds, we specialize in serving the financial needs of active and retired energy sector professionals and their families. With a deep understanding of energy industry benefits and retirement plans, our process is designed to help clients organize and maximize their employee benefits.

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Our Clients

Our Clients

Sheehan Wealth Partners provides financial advice and planning for energy industry professionals, working and retired, and their families. We also have significant experience working with clients from a variety of backgrounds and different professions, including businesses.
 
Most of our clients didn’t inherit their wealth or win the lottery; they built it, have grown it, and want to ensure their families are cared for. They value having a financial partner who understands this and engages with them throughout their journey, who can articulate meaningful solutions that apply to their lives.

If you are looking for a disciplined and trusted financial partner that can help you pursue your priorities, contact us today to schedule a meeting.

Our Mission

Our Mission

Our mission is to help our clients pursue their financial goals and gain the confidence they desire. We genuinely enjoy helping others, which is why we love working in this industry. If we can make a noteworthy and beneficial contribution to our client’s lives, we know we are on the right track.

Our Approach

Our Approach

We take great pride in providing exemplary personalized service. This approach is rooted in building relationships with our clients and their families. Establishing trust is a step-by-step process that involves:

  • Consistently demonstrating our integrity.
  • Being transparent about our fees.
  • Remaining easily reachable and always attentive.

Essential to our process and how we build strong relationships with all of our clients, is to communicate clearly and on a regular basis:

  • Each month, we make calls and conduct quarterly reviews in person or virtually. Before each review, we provide a packet detailing performance, cash flow, asset allocation, and fees.
  • Every 18 months, we thoroughly review your goals and life changes to ensure your financial plan is current.
  • Regular visits to Houston and other cities where our clients live.