Welcome to Shutowick Wealth Management

Shutowick Wealth Management is a comprehensive financial services firm committed to helping you improve your long-term financial future. Our customized programs are designed to invest, and conserve your wealth by delivering what we believe to be an unprecedented level of personalized service.

We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to email us or call us at (954) 327-1400. We look forward to hearing from you.

Financial Guidance

Whether you’re fresh out of college, well on your way to living your dream or eagerly approaching retirement, make sure you’re financially prepared to pursue a lifetime of goals. We can help you reach them with a personalized financial plan.

How We Do Business

Put your money to work through a disciplined investment strategy. Contact us for a free consultation.

What We Can Offer You

Secure your future with a structured retirement plan. Learn more about asset management.

Who We Are

Meet the advisors helping you. Read more.

Your Future

Our 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.

Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

Our Services

As a full-service establishment, Shutowick Wealth Management can assist you in a variety of ways.

Investments

Investing your wealth requires patience and foresight. With our time-tested investment strategies, we’ll help you build long-term wealth through short-term planning.

Insurance

A good defense is the best offense. Let Shutowick Wealth Management surround you and your family with our reliable insurance policies.

Tax

Let us handle the details. We’ll help manage your affairs so tax season seems less daunting.

Retirement

Shutowick Wealth Management will educate you on planning for the future and get you excited for what’s to come.

College

Rising education costs require a forward-thinking plan. Shutowick Wealth Management can help you prepare for one of life’s biggest investments.

Consultation

We’d love to hear from you. Give us a call and we’ll get started.

Building Strategies for your Financial Future

Meet Us