Offices at Sturbridge Commons,
250 State Street, Unit F1,
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:
We also can answer your questions, including:
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.
President, Financial Planner
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...
Director of Operations
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...
Philip T. McMillan has a Bachelor’s Degree in Political Science. He has been able to cross-pollinate his education with current risk protection practices, technological...
Frank A. Landino is a Registered Representative with Wealth Managers, LLC.Frank is a graduate of Quinnipiac University where he earned a Bachelor of Science degree in Finance and has been working as a registered and licensed...
Medicare Insurance Specialist
Nick Casella is our Medicare Insurance specialist. The founder of our sister company Health Insurance Associates, LLP (aka medicarect.com); a company dedicated to serving and educating retirees through the Medicare process. Nick has...