Our Tailored Approach

Collaborating with you every step of the way, our process for creating and managing your financial plan involves six chronological steps. It can be likened to chapters in a story – your story.


You need a financial partner you can trust – a firm committed to delivering the best overall value. Shamrock Wealth Management wants to be that partner for you. Our systematic process helps us understand your needs, earn your trust, and care for your future by delivering and managing custom-tailored financial and related services.



Getting to Know You

We start by listening to you. What brings you joy and satisfaction? What are your financial strengths and weaknesses? What is your risk tolerance? We ask the right questions and carefully consider your answers, so we can better understand who you are and what is important to you.


The Big Idea

Next, we discuss your financial goals. Whether looking ahead to retirement, a new stage of life, starting a business, estate planning, or another ambition, your goals are the moral of your story. They are the “big idea” and will continually flow through the narrative as we work together.



This step involves gathering your relevant financial data and analyzing it. This helps us understand every aspect of your financial situation, such as assets, liabilities, cash flow, investments, insurance coverage and tax strategies. It’s a critical step in the process, as it establishes necessary baselines for creating a realistic and achievable financial plan.


Your Guide

Drawing on our experience, we explore all options to help you meet your goals and maximize your potential. This includes identifying reasonable courses of action, assessing risk factors, and developing a clear and achievable plan customized for you. We do all the heavy lifting, so you don’t have to.


The Map

Next, we present the plan to you, explaining all options in as much detail as you prefer. We carefully listen to your feedback, answer your questions, and make adjustments if needed to ensure you are 100% satisfied and confident moving forward.


Our Journey

This is where our journey begins in earnest – together we finalize your plan and set it into motion. Managing your financial plan is a dynamic process, so as economic, social and personal factors change, we collaborate closely with you and make adjustments as needed. We also introduce you to reports and educational planning tools that empower you to be an informed participant. Never losing sight of your goals, we continually monitor your plan, communicate with you, and keep your plan on track.


We love that your story landed you here! Contact us today and let us handle the details, so you can focus on writing the next edition of your life.

Knowledge is Power

Winston Churchill once said, “Let our advance worrying become advance thinking and planning.” We couldn’t agree more. Our knowledge, resources, and tenure of experience empower your plan for the future. Through thoughtful dialog and continual communication, we help you keep your plan relevant through every chapter of your life.

We build long-lasting, often multigenerational relationships with clients based on mutual respect and trust.

Our comprehensive planning services include: Asset Accumulation / Business Planning & 401(k) / College Funding / Estates & Trusts / Insurance / Retirement Income & Long Term Care / Tax Efficiency

Your Financial Steward

When you outsource financial planning and investment management to us, you will never be in the dark about progress toward achieving your goals. Our process provides clarity and enables you to systematically plan for the future. You know what to expect, so you can worry less and feel more confident.