People need a strategy they can believe will help them pursue their goals.

Those values used to exist almost everywhere. Today, they’re not around as much, but we haven’t lost them at Shonsey Wealth Management. This is a place where you can find a financial adviser who cares about you. We put your needs and best interests ahead of our own. That’s how our owner, Michael Shonsey has conducted business in financial services for 49 years. He’s not about to stop now—and neither are we.

Good planning requires a strategy. We excel at helping our clients make a plan, stick to the plan, and reevaluate if needed. Whatever your goals, our professionals can help you pursue them.

No two people have the same needs. Sure, some elements may remain the same from plan to plan, because the building blocks might have similar components—however, every plan will be fundamentally different. No two careers are the same. Why should two accumulation strategies be the same? Or two retirement income plans? Answer: They shouldn’t be.

We believe everyone deserves their own custom-made strategy. That’s what we provide.

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A more personal approach to financial planning

No two retirements, portfolios, or investment strategies are the same. Before we make any recommendations, we take the time to learn who you are and what you hope to achieve. From there, our team will create a plan that addresses what’s most important to you, while considering your entire financial picture.

And as your needs and goals change, we’ll work with you to adapt your plan so it seamlessly transitions along with you.

What we do

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Our Team’s Difference

Integrity: Being your trusted financial professional is a privilege, and we acknowledge this by aiming to be transparent, informative, and solution-focused in our advice.

Support: We’re here to be your advocate, celebrate your wins, and provide insight and education to help you in reaching your financial goals.

Experience: Our team’s range of skills, education, and knowledge gives us the ability to provide you with the information you need to make informed financial decisions.

Meet Our Team

Our Goal is to Ensure Clients never Run out of Money in Retirement

Services

 

Retirement Planning

Retirement planning shouldn’t start at retirement; it should start well before. We take a long-term view of your financial confidence to help create a life after work that is as well-planned as your life while working.
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Estate Planning

Having an estate plan is paramount in ensuring your estate is handled according to your wishes. Together with your estate planning attorney, we can assist in drafting documents and reviewing your situation so your estate benefits the people and charities you care about most.
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Holistic Planning

Through developing a personalized investment strategy, diversification, and avoiding short-term distractions, we aim to help create and preserve your wealth so you reach your financial goals.
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Our Team

A place where real people stand behind the name on the door and a person’s handshake means something.

Recent Blog Posts

5 Signs You’re Headed for a “Cushy” Retirement

Retirement
How much do you need to retire wealthy? Believe it or not, there’s no set number for anyone. Lifestyle and the quality of your retirement plan are certainly two big factors. But when considering the economy and inflation, a definitive picture of our financial future can feel somewhat elusive. So, to shed a little light (and provide a little guidance), here are a few telltale signs you might be set up for a “comfortable” post-work lifestyle.