Why Choose Transitions Wealth Advisors as your Partner
As the Principal, Shawn began his career as an independent financial advisor in 1997. In 2000, April began her advisor career shortly thereafter at Wells Fargo Private Bank. With a degree in mathematics, Shawn enjoys breaking down numbers to provide easily understandable guidance and wealth management recommendations. Shawn holds the CFP® designation, a certification recognized as the highest standard in personal financial planning. While professional education and experience is a key metric in choosing a wealth management practice, we are unique in the longevity of our industry experience (over 25 years) and future longevity in serving you.
The Right Service
Our engagement is built on three pillars: financial planning, risk management, and asset management. We lead with financial planning and goal discussion, crafting customized plans to help you achieve your future goals. Each client engagement is led by a CFP® financial advisor and collectively supported by the team. Noah works diligently to ensure smooth transactions and manages the daily back-office logistics. Raiya is our risk management specialist (our guru for all insurance-related matters) and Phuong is our dedicated investment operations specialist. We operate as a well-oiled machine.
We do not tout ourselves as being the cheapest option. Nor do we see ourselves as the highest in fee structure. Our team is dedicated to clearly communicating our fee structures with transparency and answering any questions you may have. Given our overall offering of experience, knowledge base and team of professionals, we are confident in the fairness of our fee structure.
A Willingness to Learn
Each client has a unique set of goals, needs and life experience, and this career affords us all an opportunity to learn something new each day. We best serve our clients by maintaining an open mind and being willing to ask questions. Our experience gives us confidence in our recommendations. This mindset provides wisdom and humility to reach out to other professionals when we are uncertain.
Is Transitions Wealth Advisors Right for You?
Is Transitions Wealth Advisors the right practice to help you manage your wealth?
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