Your goals. Your family. Your timeline.
Schedule a no-pressure consultation and get a personalized wealth strategy you can trust.
With two decades in wealth management, Shawn has built long-term relationships through trust, transparency, and consistent results. His approach is grounded in planning and execution that adapts to real life. No trends. No gimmicks. Just focused. Client-first strategies.
Meet ShawnWhether you are navigating a major life change like retirement, a career shift, or personal loss, Shawn helps bring clarity and structure to your financial picture so you can move forward with confidence.
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A Clear Framework for Complex Wealth
We start with deep listening. Your family, your business, your goals — they all matter.
We create a tailored plan to optimize your investments, reduce taxes, manage risk, and prepare for the future.
We put the plan in motion, monitor progress, and adjust as your life or markets change.
Retirement Planning
Investment Portfolios
Tax Strategy
Estate Coordination
Insurance Solutions
Exit and Succession Planning
Liquidity and Risk Management
Compensation and Benefits Planning
Business Tax Efficiency Planning
Family Business Continuity Planning
Financial peace of mind starts with a clear plan and a trusted advisor.
Call: 203-234-2630
Services offered through Regal Investment Advisors, LLC, and SEC Registered Investment Advisor, Regal Investment Advisors and Regulus Financial Group are affiliated entities, Wealth Managers LLC is independent of Regal Investment Advisors and Regulus Financial Group. Registration with the SEC does not imply any level of skill or training.
We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.
Please note that Wealth Managers LLC, does not provide tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.
Hyperlinks on this site point to websites not affiliated with Regal Investment Advisors, Regulus Financial Group, or Wealth Managers, LLC. These links are provided as a convenience only. Regal Investment Advisors, Regulus Financial Group and Wealth Managers, LLC disclaim any responsibility for the accuracy of the information on those other websites.
