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
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Do your insurance needs stay the same when the nest empties?
Read this overview to learn how financial advisors are compensated.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
How to help determine life insurance needs to provide for your family after you pass away.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Assess whether you are running “in the black” or “in the red” each month.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate your monthly and annual income from various IRA types.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
There are hundreds of ETFs available. Should you invest in them?
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Even low inflation rates can pose a threat to investment returns.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Pundits say a lot of things about the markets. Let's see if you can keep up.