Shutowick Wealth Management

At Shutowick Wealth Management, we believe that uncertainty is an opportunity to be seized. Our team of experienced advisors will help you construct a financial blueprint destined for future success. We are committed to helping you improve your long-term financial future through our comprehensive financial services.

Our Firm

Shutowick Wealth Management is a comprehensive financial services firm dedicated to helping individuals, families, and businesses achieve their financial goals. Our commitment to exceptional personalized service, combined with our extensive experience and industry expertise, sets us apart from other financial institutions. Our mission is to provide tailored financial solutions that cater to the unique needs of our clients.

Our Services

As a full-service financial firm, we offer a wide range of services designed to help you achieve your financial objectives. Our services include:

Investments

Investing your wealth requires patience and foresight. Our time-tested investment strategies will help you build long-term wealth through short-term planning.

Insurance

A good defense is the best offense. Let us surround you and your family with reliable insurance policies that meet your unique needs.

Tax

Let us handle the details. We'll help manage your tax affairs so that tax season seems less daunting.

Retirement

We'll educate you on planning for the future and get you excited for what's to come. Whether you're nearing retirement or just starting to plan for your golden years, we'll help you make informed decisions.

Estate

We'll help you make informed decisions about your estate, including wills, trusts, and other essential documents.

Financial Planning

Our comprehensive financial planning services will help you achieve your financial goals, whether you're looking to retire early or simply want to ensure your financial security.

Insurance Insights

We'll provide you with valuable insights on insurance coverage, helping you make informed decisions about your family's financial security.

Retirement Insights

As you approach retirement, we'll help you make informed decisions about your finances, ensuring a comfortable retirement.

College

Preparing for one of life's biggest expenses, college education, requires forward-thinking planning. We'll help you prepare for the financial burden of higher education.

Consultation

We believe in a consultative approach to financial planning. We'll take the time to understand your unique financial situation and goals, and develop a personalized plan tailored to your needs.

Meet Our Team

Our team of experienced advisors is committed to providing exceptional personalized service. Meet our co-founders, Michael C. Shutowick, CFP, and John M. Shutowick, CFP, who have extensive backgrounds in financial management.