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Shawn Matthew Mauro

Advisor at Livelife Capital Partners LLC — Southborough, MA

Updated today

Credentials

Series 66

Experience

19 years

Location

Southborough, MA 01772

Livelife Capital Partners  LLC logo

Livelife Capital Partners LLC

Supported

Total advisors

4

Across 2 offices

Clients per advisor

65 High

Avg AUM per client

$1,387,807 High

HNW client ratio

34% Typical

About

Shawn Mauro is a financial advisor at LiveLife Capital Partners LLC with 19 years of industry experience. He holds the Series 66 designation and has worked previously at Morgan Stanley and Merrill. Outside of advising, Mauro manages Mauro's Café LLC and Aspen Fox Real Estate LLC and works as an independent insurance agent. LiveLife Capital Partners LLC manages approximately $372 million for around 260 clients, offering discretionary portfolio management, financial planning, and family-office-style services. The firm employs a long-term, diversified investment approach using low-cost mutual funds and ETFs, along with individual equities and alternative investments as appropriate.

Client services

Based on Livelife Capital Partners LLC

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Livelife Capital Partners LLC

Wealth management Tax-loss harvesting Private / alternative investments

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Fee options

Fixed

Family office advisory services offered for fixed annual fee up to $100,000, billed quarterly in advance.

Percentage

0.25% to 1.50% annually based on several factors, including complexity, asset level, and relationship

Commissions

Certain advisory persons receive commissions from securities transactions and insurance products separately from advisory fees.

Other

Minimum fee: Family office advisory services fixed annual fee up to $100,000, billed quarterly in advance, fees may be negotiable.

Location

See office

Southborough, MA

144 Turnpike Road, Suite 215

Southborough MA 01772

Advisors at this office

3

Most active in

Massachusetts

Work history

19 years of industry experience

LiveLife Capital Partners

2017 - Present • 9 years

Southborough, MA

Purshe Kaplan Sterling Investments, Inc

2017 - 2019 • 2 years

Albany, NY

Morgan Stanley Private Bank, National Association

2015 - 2017 • 2 years

New York, NY

Morgan Stanley Smith Barney

2009 - 2017 • 8 years

Boston, MA

Morgan Stanley & Co. Incorporated

2008 - 2017 • 9 years

Boston, MA

Merrill

2008 - 2008 • 1 year

Wellesley Hills, MA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Kevin F

CFP®, CFT-I™, CPA

Dover, MA

Walk You To Wealth

Kevin Feig is a CFP®, CPA, CFT™, professional affiliated with Walk You To Wealth in Dover, MA, with over 20 years of industry experience including executive-level roles at Fidelity Investments and digital asset firms such as Coinbase and Kraken. He currently serves as an Adjunct Professor of Financial Planning at Columbia and Regis Colleges. Walk You To Wealth provides financial coaching and comprehensive planning to individuals and families, including portfolio management and money-mindset coaching for a flat monthly fee.

Passive / index investing College savings (529s, UTMA, etc.) General retirement planning General tax planning Roth conversion strategy Spending planning aligned with values ('Die with Zero') Financial coaching / therapy Behavioral coaching / decision support
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Melisa D

Series 65

Waltham, MA

Beacon Pointe Advisors, LLC

Melisa Dobraca Iacono is a financial advisor at Beacon Pointe Advisors, LLC with four years of industry experience. She holds a Series 65 designation and has worked at Beacon Pointe Advisors and its affiliated entities since 2018, as well as at Windrose Advisors, LLC from 2014 to 2018. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-focused investment approach, utilizing proprietary due-diligence processes and a mix of active and passive strategies across various third-party platforms.

Wealth management Private / alternative investments ESG / Sustainable investing Tax-loss harvesting

Joe H

CFP®, Series 66

Westborough, MA

Financial Independence Advisors

Joseph Hoffman is a CFP® with 22 years of industry experience, currently serving at Financial Independence Advisors a part of World Investment Advisors, LLC. His prior roles include positions with TIAA-CREF, Edward Jones and Vanguard. He is also licensed to recommend life, health, and variable insurance products. World Investment Advisors, LLC is an SEC-registered investment adviser providing portfolio management and advisory services to individuals, institutions, and retirement-plan clients. The firm offers model-based and customized portfolio solutions across discretionary and non-discretionary strategies, supported by a range of technology platforms and service offerings.

Tax-loss harvesting Retirement income strategy Social Security optimization Retired Educators, Teachers, and Academics Public Service Employee University Employee Approaching retirement Retired
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Jeffrey M

CFP®, Series 66

Shrewsbury, MA

Meenes Wealth Partners

Jeffrey Meenes is a CFP® and Series 66 licensed financial advisor with 14 years of industry experience. He has worked at Blueprint Financial Planning, LLC since 2010. Meenes operates as the sole advisor at Meenes Wealth Partners in Shrewsbury, MA. Meenes Wealth Partners provides flat-fee, fiduciary wealth management and comprehensive financial planning primarily for pre-retiree and retiree households. The firm emphasizes evidence-based investment strategies focused on global diversification, tax-aware management, and client-approved, non-discretionary portfolio implementation.

General retirement planning Retirement income strategy Social Security optimization Medicare planning Tax-loss harvesting Retired Approaching retirement Retired
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Sangita G

Lincoln, MA

Shanti Capital LLC

Sangita Gandhi is a financial advisor at Shanti Capital LLC with 16 years of industry experience. She has non-active ownership in SAMVED Corporation, an investment-related business providing some investment research services since 2003, but holds no operational role. Shanti Capital LLC provides discretionary investment management primarily to high-net-worth individuals, focusing on global equity portfolios. The firm emphasizes fundamental research to identify undervalued companies with sustainable competitive advantages and concentrates holdings in a limited number of long-term equity opportunities, including exposure to small-cap healthcare, biotech, and non-U.S. equities.

Active portfolio management
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Edward V

Series 63, Series 65

Medfield, MA

Silver Pine Capital, LLC

Edward Vahey is a financial advisor at Silver Pine Capital, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Silver Pine Capital, he worked at Citizens Securities Inc. and Axa Advisors, LLC, and has concurrently been employed in sales at WRIGHT Medical Technology, Inc. Outside of his advisory role, Vahey serves as a referee for high school and youth hockey and lacrosse games and coaches youth hockey in Wellesley. Silver Pine Capital is an independent investment adviser serving individual and institutional clients, including high-net-worth and non-HNW investors. The firm employs a value-oriented, fundamental investment approach with diversified portfolios across equities, fixed income, and alternatives, and offers discretionary portfolio management, financial planning, and specialized strategies such as option overlays and performance-based compensation arrangements for accredited investors.

Active portfolio management Options & derivatives strategies Real estate investing
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