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A sound financial plan can cultivate wealth and

bring calm to your life. Let us help you find that.


Learn how we can help.

The Shaughnessy Roed Group

Our mission is to help you channel your finances to be a catalyst for opportunity. We are a multi-generational wealth advisory team dedicated to guiding and encouraging you with comprehensive financial planning and investment  consultation. By partnering with us, we work to become your "life consultant" and construct investment strategies that carve a path for your goals and future. Designing a simplified and peaceful life for you, financially and emotionally, is what drives us.


Check the background of this firm/advisor on FINRA’s BrokerCheck.