A complete list of active advisors currently associated with Shay Wealth Partners

Warmer can help you find a great advisor at Shay Wealth Partners or one who fits your needs even better.

Shay Wealth Partners LLC is a newly formed, state‑registered investment adviser that intends to serve individuals, small businesses, trusts and high‑net‑worth clients by providing asset management and financial planning services. The firm’s brochure notes it has not yet begun managing client assets and currently has no active registered advisors. The firm offers discretionary portfolio management that is tailored to client goals, time horizons and risk tolerances and states it may select and appoint sub‑advisors — including further delegation to other money managers — to manage client accounts. It also provides client‑specific financial planning on an hourly basis, with planning analyses that may cover cash flow, retirement strategy, tax planning and long‑term investment planning. Compared with peers in the no‑active‑advisor category, Shay Wealth combines individual portfolio management, hourly financial planning and an explicit ability to select outside advisers, all of which are statistically uncommon for firms in this classification. The brochure discloses an outside banking business that occupies a large share of the principal’s time (about 75%), a potential conflict the firm says it addresses through disclosure and fiduciary procedures, and it does not serve as a private fund adviser.

To learn more about the advisors currently working at Shay Wealth Partners, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.