How does the advisor help clients – Key Takeaways:
R.M. SHANNON WEALTH MANAGEMENT, LLC is a trusted financial firm that provides expert guidance to individuals and businesses looking to achieve their financial goals. With their comprehensive financial services, experienced team of advisors, and commitment to client success, they have become a leading wealth management firm in the industry.
Here are the key takeaways on how R.M. SHANNON WEALTH MANAGEMENT, LLC helps their clients:
- Provides tailored financial plans to meet individual needs and goals
- Offers a wide range of financial services, including retirement planning, investment management, and tax planning
- Utilizes a team-based approach to develop and implement personalized strategies for each client
- Offers ongoing support and guidance to help clients navigate through their financial journey
Facts and Insights
R.M. SHANNON WEALTH MANAGEMENT, LLC has been in business for over 25 years, providing top-notch financial advice and services to their clients. They have established a strong reputation in the industry for their expertise, integrity, and commitment to client success.
Assets Under Management, Number of Advisors and Time in Business:
| Value | |
|---|---|
| Assets Under Management | $500 million+ |
| Number of Advisors | 10+ |
| Time in Business | 25+ years |
Financial Services Offered
R.M. SHANNON WEALTH MANAGEMENT, LLC offers a comprehensive range of financial services to cater to the diverse needs of their clients. Some of their main services include:
- Investment Management
- Retirement Planning
- Tax Planning
- Estate Planning
- Insurance and Risk Management
Client Types
R.M. SHANNON WEALTH MANAGEMENT, LLC serves a wide range of clients, including high net-worth individuals, business owners, and retirees. They also work with companies to provide customized financial solutions for their employees.
Fees & Compensation
R.M. SHANNON WEALTH MANAGEMENT, LLC operates on a fee-based model, which means their clients pay a percentage of their assets under management as their advisory fee. This ensures that their interests are aligned with their clients’ and there are no conflicts of interest.
Background
R.M. SHANNON WEALTH MANAGEMENT, LLC was founded by William Shannon, a Certified Financial Planner (CFP) with over 35 years of experience in the financial industry. He leads a team of highly qualified and experienced advisors who are dedicated to helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
As a trusted financial advisor, R.M. SHANNON WEALTH MANAGEMENT, LLC believes in full transparency and adheres to all regulatory requirements. They have no disclosure events to report, ensuring their clients’ peace of mind and trust in their services.