Focused Financial Guidance for energy industry executives

As an energy industry executive with one of the world’s largest companies, you hold a key position that is not only a symbol of your successful career, but a tribute to your skills as a leader and visionary.

This demanding corporate role commands much time and energy, leaving you little for managing your own wealth and all of its attendant needs.

Just as you are focused on your initiative, we are focused on ours: Applying our in-depth knowledge of your company’s executive compensation and benefits programs to design wealth-preserving and tax-efficient strategies exclusively for executives and upper-level managers.

James Sheehan
James Sheehan, CFP®, CPWA®
Shawn Tighe, CFP®, CEPA
Financial Advisor
James Cestone
James Cestone, AAMS®
Sr. Registered Client Relationship Associate

Our Team. Trusted, Dedicated, Disciplined.

The client relationships we build are cultivated by careful planning and our conservative, long-term approach.

Learn more about our team

Comprehensive wealth management

A holistic approach that extends beyond just the management of your investments to encompass every important financial decision in your life.

Concierge-level client service

Addressing every need with an exemplary degree of attentive personal service and the responsive accessibility you deserve and require.

Credentials &
experience

Our industry credentials combined with the thought leadership of Raymond James and Alex. Brown enable us to offer insightful advice.

A specialty in serving energy industry executives

James D. Sheehan works with many energy industry executives and those who have retired from their companies. He has in-depth knowledge of their company benefits and relevant issues such as concentrated stock positions, stock options, deferred compensation and net unrealized appreciation.
I have been privileged to serve my country as a U.S. Marine and now as a wealth advisor for the executives of one of America’s greatest companies.
JAMES D. SHEEHAN, CFP®, CPWA®; Director, Client Advisor