Personalized Financial Solutions for You
Seeing your financial journey through your eyes, prioritizing your dreams, your family, and your legacy above all. Our commitment is to not just manage your wealth but to weave it into a story that's as unique and personal as the life you lead.
How We Help You
Whether you are planning for today or tomorrow, we can help you with any financial planning need.
RETIREMENT PLANNING
Plan for a comfortable future with our comprehensive retirement planning services. We tailor strategies to ensure you enjoy your golden years with peace of mind.
INVESTMENTS
Maximize your financial potential with personalized investment solutions. Our expert advisors are committed to helping you grow your wealth wisely and sustainably.
INSURANCE
Protect what matters most with our strategic insurance planning. We offer customized insurance options to safeguard your family’s health and financial wellbeing.
In addition, we also offer a wide array of products and services to individuals, families, institutions, and nonprofits.
INVESTMENT SERVICES
Equities
Mutual Funds
Exchange Traded Funds (ETFs)
Money Market
Treasury Bills/Bonds
Agency Note
Municipal Notes/Bonds
Corporate Bonds
Brokered CDs/Market-Linked CDs
401(k), Pension and Other Retirement Plans
Digital Assets
Alternative Investments
Commercial Paper
Margin Loans
Self-Directed Brokerage Accounts
Trust Services*
Life Insurance
Disability Insurance
Long-Term Care Insurance
Annuities
Cash Management Services
PRIVATE WEALTH MANAGEMENT
Financial and Estate Planning
Asset Allocation and Portfolio Design
Dynamic Portfolio Management
Retirement Income Planning
Stock Option Planning
Trust Planning*
Performance Reporting and Account Aggregation
Retirement Plan Services
Executive Compensation Strategies
Business Transition Planning
Charitable Planning
Insurance Analysis (Life, Disability, Long-Term Care)
College Education Planning
FJ Shaw Wealth Management is anchored in the wisdom passed down from generation to generation, blending timeless family values with modern financial guidance.