Team

At Wealth Managers, LLC, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

Investing principles and strategies
Retirement investing and distribution strategies
Estate conservation issues
Risk management analysis

We also can answer your questions, including:

Can I retire early?
Are my investments working hard enough?
What’s a good approach for college savings?
What are the elements of a sound estate strategy?
Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

Shawn C. Everett

President, Financial Planner

239-498-6000

239-498-6001

shawn.everett@wealthmanagersllc.com

Shawn C. Everett is the President of Wealth Managers, LLC. Shawn has been in the financial industry for over 20 years, many of which were spent as a partner in one of New England’s largest independent financial planning firms...

Rose Romatzick

Director of Operations

203-234-2630

203-234-2639

Rose Romatzick is our Director of Operations and has been a part of the team for over 10 years. She personally greets our clients and directs client inquiries to the appropriate staff member. She oversees the daily operations...

Heather Scutti

Client Liaison

203-234-2630

203-234-2639

Heather.Scutti@WealthManagersLLC.com

Heather is the newest addition to the Wealth Managers, LLC team. She assists Shawn and Rose with the day-to-day operations. She answers the phone, schedules appointments, and manages our social media accounts. Heather personally greets...