Overland-Shanahan Wealth

At High Bluff Private Wealth, we are dedicated to helping business owners and corporate executives achieve their financial goals and secure their financial futures. Our team of experienced and knowledgeable financial professionals is committed to providing personalized guidance and solutions to help our clients build, grow, and protect their wealth.

Our Mission

Our mission is to empower our clients to achieve financial freedom by providing expert guidance, tailored strategies, and unwavering support. We believe that every individual deserves to live their life to the fullest, and that financial planning and wealth management should be accessible and understandable to everyone.

Our Core Values

At High Bluff Private Wealth, we are guided by a set of core values that define who we are and how we operate. These values are:

• Personalized Service: We believe that every client is unique and deserves personalized attention and guidance.
• Honesty and Transparency: We are committed to transparency and honesty in all our interactions with our clients and partners.
• Community Engagement: We believe that our community is stronger when we come together to support one another.
• Integrity: We are dedicated to ethical and responsible business practices.
• Expertise: We are committed to staying up-to-date with the latest financial markets, products, and technologies to provide our clients with the best possible service.

Our Team

Our team of experienced professionals includes:

• John P. Overland: Partner Emeritus and Founding Partner of High Bluff Private Wealth, with over 60 years of experience in financial planning.
• Michael D. Shanahan, CFP, AIF: Managing Partner and Wealth Advisor, with over 20 years of experience in financial planning and wealth management.
• David W. McQuade, MBA, CLU, ChFC, CASL, RICP: Wealth Advisor, with over 25 years of experience in financial services.
• Claire E. Shinholser, MS, CFP, CRPC: Wealth Advisor, with a passion for helping others achieve their financial goals.
• Howard Meyerson, CRPC, CLTC: Wealth Advisor, with a focus on serving retirees, families, business executives, and C-suite executives.
• Gay M. Reeves, RICP: Wealth Advisor, with over 35 years of experience in financial planning and wealth management.
• Caleb Chen, CFP, EA, MS: Wealth Advisor, with expertise in guiding clients to identify their financial goals and developing personalized plans to achieve them.
• Rebecca Shanahan: Director of Client Experience, responsible for improving processes and client services.
• Cynthia Coleman: Office Manager and Operations Specialist, ensuring exceptional service and support to clients.
• Julia Long: Client Service Associate, providing operational support and exceptional client service.
• Andrea Palumbo: Director of First Impressions, providing best-in-class customer service and support to clients and team members.
• Felicia Ellis: Client Service Associate, offering seamless operational and administrative support to clients and the team.

Our Services

At High Bluff Private Wealth, we offer a range of services designed to help business owners and corporate executives achieve their financial goals, including:

• Business Owners: Financial planning for business owners, integrating their business with their personal financial goals and objectives.
• Executives: Financial planning for corporate executives, including stock option/RSU planning, concentrated stock position risk management, retirement planning, and complex estate planning strategies.
• Investment Management: A customized investment portfolio tailored to meet the unique needs and goals of each client.
• Estate Planning: A comprehensive approach to estate planning, ensuring that clients' assets are transferred according to their wishes.

Our Commitment

At High Bluff Private Wealth, we are committed to providing exceptional service, expert guidance, and personalized attention to every client. We believe that financial freedom is within reach of everyone and are dedicated to helping our clients achieve their financial goals and secure their financial futures.