WHY SHAH WEALTH MANAGEMENT?
With depth, focus, and a big-picture perspective, we help you manage your investments. Our experienced team helps keep your wealth growing and preserved—today, tomorrow, and onto the next generation.Contact Us
As an independent firm, we are committed to offering complete objectivity and unbiased advice.Learn More
We offer a full range of investment and financial services and have access to a wide array of solutions.Learn More
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
Four Great, Unexpected Places to Raise a Family
Here are 4 great, and sometimes unexpected, places to raise a family.
One way to find money is to examine your current spending habits and eliminate money wasters.
The earlier you start pursuing financial goals, the better your outcome may be.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
An increasing number have been developed to help individuals with their personal finances.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Understanding the types of extended care services—and what those services could cost—may be critical.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to estimate your capital gains tax.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
What if instead of buying that vacation home, you invested the money?
The decision whether to buy or rent a home may have long-term implications.
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
Making the most of surprises is a great reason to work with us.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?