Sheeley & Partners Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Sheeley & Partners Wealth Management advises individuals, high‑net‑worth clients, trusts, estates and retirement plan sponsors, providing discretionary portfolio management alongside stand‑alone financial planning and non‑discretionary retirement plan consulting. The firm notes it manages client accounts across common public securities and funds and may recommend third‑party professionals when implementation is requested.
The firm implements client allocations across exchange‑listed securities, mutual funds, ETFs/ETNs, fixed income and cash, and regularly monitors and rebalances accounts on a discretionary basis; it may also employ short sales, margin, options and leveraged/inverse ETFs and treats cash positions as an asset class. Sheeley & Partners offers account aggregation and reporting through the eMoney platform and commonly uses Schwab or Interactive Brokers as custodians while disclosing the use of less liquid vehicles when appropriate.
Distinctive items in the brochure include its disclosure around insurance relationships — it previously referenced recommending representatives in their separate capacities as licensed insurance agents but amended its brochure to state there are no longer any employees or affiliates who are licensed insurance agents. The firm also regularly addresses allocations to unaffiliated private investment funds and interval funds (including using fund sponsor valuations in reporting and AUM calculations), which, together with its explicit use of more complex trading strategies, is notable for a two‑advisor practice.
Client services
Expertise
Fee options
Financial planning fixed fees generally between $3,000 and $5,000; Retirement plan consulting fixed fee generally at least $5,000 per year
$0 - $1,000,000: 1.10% $1,000,000 - $3,000,000: 0.90% $3,000,000 - $5,000,000: 0.80% $5,000,000 - $10,000,000: 0.70% $10,000,000+: 0.60%
Financial planning hourly rates between $200 and $550; Retirement plan consulting hourly rates between $200 and $400
Account minimum: $500,000 Minimum fee: Minimum annual fee of $5,000 for Retirement Plan Consulting Services when billed on a fixed annual fee basis Fee-only: Financial planning fees generally between $3,000 and $5,000 fixed fee, or $200 to $550 per hour; Retirement plan consulting fees negotiable, generally at least $5,000 fixed annual fee or hourly $200-$400 or 0.20%-0.80% of plan assets
Main office
100 Westminster St., Suite 1202
Providence RI 02903
Advisors at this office
2
Most active in
Massachusetts · Rhode Island
Also doing business as
Navigagator Investment Management LLC · Navigator Investment Management, LLC · Navigator Investments, LLC · Sheeley & Partners Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
George G
Series 63, Series 66
Providence, RI
Sheeley & Partners Wealth Management, LLC
George Greer is a financial advisor with Sheeley & Partners Wealth Management, LLC, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with Navigator Investments, LLC since 2009. Greer serves on the board of the Rhode Island Free Clinic, participating in fundraising and serving on the finance committee. Sheeley & Partners Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, and pension/profit-sharing plans, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a diverse investment approach, including access to private funds and complex strategies such as options and margin.
Lesley S
Series 63
Providence, RI
Sheeley & Partners Wealth Management, LLC
Lesley Sheeley is a financial advisor at Sheeley & Partners Wealth Management, LLC in Providence, RI, holding a Series 63 designation with 33 years of industry experience. She has worked at Navigator Investments, LLC since 1998. Outside of her advisory role, she is the owner of Knickerbocker Wealth Resources, LLC, where she is involved in management and oversight. Sheeley & Partners Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, and pension/profit-sharing plans, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm uses a range of investment strategies, including access to private funds and complex instruments such as options and leveraged ETFs.
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