Offices at Sturbridge Commons,
250 State Street, Unit F1,
Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.
Shawn.Everett@WealthManagersLLC.com | 203-234-2630
Money Purchasing Plans
Profit Sharing Plans
Disability Income Insurance
Wealth Managers LLC does not provide legal or tax advice. You should always consult with your legal and tax professionals regarding your specific situationOur first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.