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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Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Ready for Retirement?
Are you ready for retirement? Here are five words you should consider.
Surprises
Making the most of surprises is a great reason to work with us.
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
Tips for Finding Care for Your Special-Needs Child
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime
Four vacation destinations you might never have thought of.
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Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
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Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
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.
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The Business Cycle
How will you weather the ups and downs of the business cycle?
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
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.