HELPING PEOPLE pursue what’s important

We find that the people we focus on serving – energy industry executives, both working and retired; families and individuals; and retired military personnel – want to work with professionals who are as committed as they are, and who share their values of integrity and commitment.

They want a financial partner who is focused on what matters most and makes specific sense to their lives. They seek someone who is by their side throughout their journey whenever they need them, strategically addressing important financial matters in straightforward terms that are on point. That’s precisely the way we work at The Sheehan Wealth Management Group – and how we can make a meaningful difference in their lives.


Those who keep learning will keep rising in life.
Charlie Munger