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
Our Firm
As an independent firm, we are committed to offering complete objectivity and unbiased advice.
Learn More
Our Services
We offer a full range of investment and financial services and have access to a wide array of solutions.
Learn More
Our Approach
We strive to build long-lasting relationships with our clients, offering ongoing education and guidance.
Learn MoreHelpful Content
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
The Good Ship IPO
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
The Pre-Retirement Checklist
This checklist can give you a quick snapshot of how prepared you are.
The Anatomy of a Supplemental Health Plan
Here’s a guide to explain all the parts of Medicare.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Understanding Long-Term Care
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Yours, Mine and Ours: Estate Strategies for Second Marriages
Second marriages are a trigger event to revisit any existing estate strategies.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
View all articles 
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
View all calculators
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
View all presentations
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
Can Election Results Predict the Market?
How do the markets usually react to elections? Was the 2016 election any different?
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.