Shamrock Wealth Management

At Shamrock Wealth Management, we believe that every individual's financial journey is unique, just like their life story. That's why we take the time to get to know our clients, understanding their values, goals, and circumstances. Our team of experienced professionals is dedicated to providing personalized financial planning and wealth management services that cater to each client's distinct needs.

Our Commitment to Service

We're not just a financial institution; we're a partner committed to delivering the best overall value to our clients. Our approach is built on values of kindness, compassion, and integrity. We believe that trust is earned through transparent communication, honesty, and a deep understanding of our clients' goals and concerns.

Our Team

Our team of experts, led by Will Berigan, CFP, Ardis L. Black, JD, Kurt Mazur, CDFA, AIF, and Heidi Kiloran, brings over 60 years of collective experience in the financial industry. Our team is dedicated to helping our clients achieve their financial goals, providing guidance and support every step of the way.

Customized Financial Planning

We don't believe in a one-size-fits-all approach to financial planning. Instead, we take the time to understand our clients' unique circumstances, goals, and risk tolerance. Our six-step process for creating and managing financial plans involves collaboration, careful consideration, and expert guidance.

The Shamrock Wealth Management Process

Our process is designed to help us understand your needs, earn your trust, and care for your future by delivering and managing custom-tailored financial and related services. We believe that every client's story is unique, and our approach reflects that.

1. Getting to Know You: We listen to your story, understanding your financial strengths and weaknesses, risk tolerance, and what brings you joy and satisfaction.

2. The Big Idea: We discuss your financial goals, whether it's retirement, estate planning, or starting a business, and identify the moral of your story - your financial goals.

3. Discovery: We gather your financial data and analyze it to establish necessary baselines, helping us understand your financial situation, including assets, liabilities, cash flow, investments, insurance coverage, and tax strategies.

4. Customized Planning: We develop a tailored financial plan, weaving financial strategies into your story, helping you reach your goals.

5. Implementation: We implement your customized plan, working together to ensure that your financial goals are aligned with your values and circumstances.

6. Ongoing Support: Our team is dedicated to supporting you throughout your financial journey, providing guidance, and making adjustments as needed to ensure your financial plan remains aligned with your changing needs and goals.

At Shamrock Wealth Management, we're committed to helping you build a secure financial future, one story at a time.