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Financial Planning

It’s time to prepare for the next riff of your financial life — with confidence.

We empower

Secure your financial future.

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When it comes to securing your financial future, there’s no foolproof product or plan.

We understand the uncertainty associated with investments and the markets. Investing is necessary for income security and sustainability in the future, but higher expected returns mean nothing without a solid plan to anchor them.

At Shone Wealth Management, we empower families and couples; retirees; women of influence; and business owners, entrepreneurs, and executives to achieve success with our advanced financial planning process and commitment to customized service and attention.

Partner with our team to establish a solid, balanced financial plan, supplemented with strategic, ongoing rebalancing, that is unique to your needs and goals. Our personal attention and singular focus help our clients realize exceptional results — and we’re ready to take your financial plan to the next level.


Suit Your Needs to Meet Your Needs

Clients who are approaching or in retirement count on Shone Wealth Management for guidance, not only in making wise strategic choices for their retirement funds, but also for building a plan for secure retirement income that takes into consideration Social Security and other pension income, smart Medicare options, and tax-efficient withdrawal strategies to provide secure income streams for the client’s “encore act.”

Thriving executives look to Shone Wealth Management to help clients enjoy the maximum benefit from plans involving incentive compensation options (ISOs), restricted stock units (RSUs), employee stock purchase plans (ESPPs), and other employee compensation packages, including tax-efficient strategies for disposition and strategic diversification plans upon vesting and distribution.

From tax-favored 529 education savings plans to custodial accounts and gifting strategies, we offer expert counsel for parents and grandparents who want to ensure the best possible education for the next generation. Our advisors can lead you through a menu of options to find the strategy that works best for you.

We assist clients with assessing their need for various types of insurance and other strategies to mitigate financial risks posed by unexpected events including death of the client or a key stakeholder, long-term health issues, and disability due to accidental injury or disease. 

Whether for your business, your family foundation, or your household, Shone Wealth Management can work with you to develop a cash flow planning strategy that is integrated with your needs, goals, and strategies. We can help you establish or augment an emergency fund, analyze receivables and payables, and ensure that your cash management practices are aligned with your real-world needs.

We assist clients with fairly valuing and selling businesses as well as developing business succession plans to ensure a passing of the leadership baton that is smooth and conflict-free. We can help founders identify qualified successor candidates as well as build a plan and accompanying documentation that efficiently prepare for the transition to new leadership. We also advise family businesses as they look toward onboarding the next generation of leaders.

Our Planning Process Is Driven by You — and You Alone

No matter what milestone you are facing or your role at work and home, you are unique — and you deserve a financial advisor who respects and supports your individuality.

You can expect our team to tailor your wealth management plan to reflect what’s most important to you and solely focus on enhancing your personal financial well-being.

Start the financial planning process.

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