A Legacy Worth Preserving
Modern solutions guided by time-tested principles. That’s the FJ Shaw way.
We curate every step with care, knowing that each decision you make is a reflection of the life you value and the future you’re building.
Inspired by the wisdom passed down through generations, we are dedicated to providing a deeply personal and enduring approach to wealth management.
At FJ Shaw Private Wealth, we believe that true financial guidance is rooted in the stories, values, and legacies of the families we serve.
Founded on the principles instilled by Frank Shaw and carried forward by Ryan Heath, our philosophy blends timeless family values with modern financial expertise. Our firm was born out of a commitment to more than just managing wealth—it’s about protecting and preserving what truly matters across generations.
We offer more than financial strategies; we build relationships based on trust, integrity, and understanding, tailoring every service to meet the evolving needs of each client as their lives unfold. Our approach is designed to honor the unique narratives of the families we serve, guiding them through the complexities of wealth with clarity and purpose
At FJ Shaw, we believe that wealth management isn’t just about navigating today’s opportunities—it’s about shaping tomorrow’s legacies.
Tailored Wealth Management Services
for 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
Let’s Get Started
Connect with an Advisor
Schedule a brief virtual meeting with one of our trusted advisors.
Start the Conversation
Not sure where to begin? Connect with us today, and we’ll introduce you to the right team dedicated to meeting your unique financial needs.