How does the advisor help clients – Key Takeaways:
SHEELEY & PARTNERS WEALTH MANAGEMENT, LLC is a trusted financial advisory firm that specializes in providing personalized wealth management solutions to its clients. With a team of highly experienced and knowledgeable advisors, they offer a wide range of services to help clients achieve their financial goals.
Facts and Insights
Here are some facts and insights about SHEELEY & PARTNERS WEALTH MANAGEMENT, LLC:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20 years |
Financial Services Offered
As a full-service wealth management firm, SHEELEY & PARTNERS WEALTH MANAGEMENT, LLC offers a wide range of financial services to help clients build and maintain their wealth. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education planning
Client Types
The advisors at SHEELEY & PARTNERS WEALTH MANAGEMENT, LLC work with a diverse range of clients, including individuals, families, and business owners. They have the expertise to understand the unique needs and goals of each client and provide tailored solutions to help them achieve their financial objectives.
Fees & Compensation
The fee structure at SHEELEY & PARTNERS WEALTH MANAGEMENT, LLC is transparent and based on a percentage of assets under management. They do not earn any commissions or sell any proprietary products, ensuring that their clients’ needs always come first.
Background
The team at SHEELEY & PARTNERS WEALTH MANAGEMENT, LLC is led by John Sheeley, a highly experienced financial advisor with over 30 years of experience in the industry. He is a Certified Financial Planner (CFP) and a member of the Financial Planning Association (FPA).
Financial Advisor Disclosures to Know
As a registered investment advisory firm, SHEELEY & PARTNERS WEALTH MANAGEMENT, LLC is transparent with their clients and adheres to all regulatory requirements. They have no disciplinary actions on record and are committed to maintaining the highest ethical standards in their practice.