Our Services

What We Do

Sheehan Wealth Partners is a full-service firm providing holistic wealth planning all under one roof.

Retirement Planning

Retirement planning is essential for ensuring financial security in the later years of life.

Estate Planning & Trusts

Estate planning and trusts are important tools for managing and protecting your assets, and ensuring your legacy.

Multi-generational Planning

Multi-generational planning involves creating a financial plan that addresses the needs and goals of multiple generations within a family.

Tax Strategies & Planning

Effective tax strategies and planning can help individuals and businesses minimize their tax liability and maximize their after-tax income.

Financial Planning

Financial Planning is the process of creating a roadmap to help individuals and businesses with their financial goals through careful management of their financial resources.

(NUA) Net Unrealized Appreciation

A tax strategy that can help individuals with highly appreciated company stock in their 401K to potentially reduce their tax burden.

Investment Management

Investment management involves creating and implementing strategies to help clients with their investment objectives while managing risk.

Cashflow Planning

Financial planning that involves managing inflows and outflows of cash to project short-term and long-term financial goals.