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.
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Our Firm
As an independent firm, we are committed to offering complete objectivity and unbiased advice.
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Our Services
We offer a full range of investment and financial services and have access to a wide array of solutions.
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Our Approach
We strive to build long-lasting relationships with our clients, offering ongoing education and guidance.
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Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
Tax Reform: Before and After
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Protecting Your Home Against Flood Loss
Protect yourself against the damage that your homeowners policy doesn’t cover.
The New Red Scare: Chinese Ownership of U.S. Debt
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
Healthcare Costs in Retirement
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.
Prevent a Rift: Money Tips for Newlyweds
Couples may be able to head off many of the problems in a marriage that money can cause.
Can Group, Private Disability Policies Work Together?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
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Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
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5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
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The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Coaches
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
Can Election Results Predict the Market?
How do the markets usually react to elections? Was the 2016 election any different?
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Saving for College 101
Here’s a crash course on saving for college.