How does the advisor help clients – Key Takeaways:
Sheeley & Partners Wealth Management, LLC is a trusted financial expert and advisor that helps clients achieve their financial goals by providing personalized and comprehensive wealth management services. They understand the importance of building long-term relationships with their clients and are committed to providing them with the highest level of service and expertise.
Some of the key takeaways from working with Sheeley & Partners Wealth Management, LLC include:
- Personalized and comprehensive wealth management services
- Building long-term relationships with clients
- High level of service and expertise
Facts and Insights
Sheeley & Partners Wealth Management, LLC has been in the financial industry for over 20 years and has a team of experienced and knowledgeable advisors. They have helped numerous clients achieve their financial goals and have gained valuable insights into the ever-changing market.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20+ years |
Financial Services Offered
Sheeley & Partners Wealth Management, LLC offers a wide range of financial services to cater to their clients’ needs. Some of the services they provide include:
- Investment management
- Retirement planning
- Tax planning and preparation
- Estate planning
- Insurance planning
Client Types
Sheeley & Partners Wealth Management, LLC works with a diverse group of clients, including:
- High net worth individuals
- Business owners
- Retirees
- Families
- Individuals seeking financial guidance
Fees & Compensation
Sheeley & Partners Wealth Management, LLC follows a fee-only compensation structure, which means they are not tied to any products or commissions. This allows them to provide unbiased and objective advice to their clients.
Background
Sheeley & Partners Wealth Management, LLC was founded by John Sheeley who has over 30 years of experience in the financial industry. He leads a team of highly qualified and experienced advisors who work together to provide exceptional service and guidance to their clients.
Financial Advisor Disclosures to Know
Sheeley & Partners Wealth Management, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). As a fiduciary, they are legally obligated to always act in their clients’ best interests. They also have a strict code of ethics and ensure full transparency with their clients.