Our Firm

Welcome to Shutowick Wealth Management

We are a wealth management firm with experience in all aspects of financial planning, investment management, tax planning, and estate planning.

Our firm is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition.

Whereas most firms only focus on the investment piece of your financial puzzle, we provide a comprehensive financial strategy. All aspects of each client’s specific financial situation are taken into consideration. We strive to help our clients make sound financial decisions, by taking a holistic approach to financial planning. 

Shutowick Wealth Management is structured to allow us the time to meet you regularly to review your financial plan. It is important for us to keep abreast of each client’s current situation so that we may recommend adjustments to address life changes as they occur, both in personal and economic environments.

There is no better time for a second opinion. We would like to offer you the opportunity to meet with us to see if Shutowick Wealth Management is right for you.

Please contact our office toll free at 888-536-8190 or email us to schedule your no-obligation, personal consultation.