WHAT WE BELIEVE to be true about investing

At The Sheehan Wealth Management Group, we have four rules for investing that serve as our guide. First and foremost, have a plan – it serves as the foundation that enables you to see the big picture while helping to ensure that every detail of your financial life is addressed.

Second, don’t allow emotions to be part of the investment equation – allowing irrational reaction to the inevitable ebb and flow of the markets often is the individual investor’s biggest enemy.

Third, understand tax-efficient strategies – because you shouldn’t have to pay any more than you are obligated to by law.

Fourth , it’s not how much you make, it’s how much you keep – our objective is to optimize your wealth by making every effort to preserve your principal while taking advantage of potential opportunities in a careful and conservative manner.

As a final note, we believe in fair, straightforward and transparent fees, so you always know what you are paying. We also believe you should understand what investments you own and why – so while we will discuss our recommendations with you, it’s ultimately up to you and what you’re comfortable with.


Don’t put off the joy derivable from doing helpful, kindly things for others.
B. C. Forbes