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
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Tips on insuring your teen driver.
Here's a breakdown of how the federal government spends your tax money.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Assess whether you are running “in the black” or “in the red” each month.
Assess how many days you'll work to pay your federal tax liability.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator can help determine whether it makes sense to refinance your mortgage.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
Here are five facts about Social Security that might surprise you.
When do you need a will? The answer is easy: Right Now.
Making the most of surprises is a great reason to work with us.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Are you ready for retirement? Here are five words you should consider.