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Build Your Way To Financial Freedom

Shealy Wealth Management (SWM) is a firm based out of Coral Springs, FL, that was founded in 1997 by Tim Shealy. The firm works with hundreds of families and individuals throughout the United States. In fact, more than 90% of the firm’s clients live outside of State of Florida. Tim Shealy began his career in 1994 and resigned from Smith Barney in February of 1997 as he felt abundantly confident that he could better serve his clients as an independent financial advisor.

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Are you retirement ready?

At Shealy Wealth Management, we understand the many concerns individuals and families face as they prepare for retirement, whether that is five or fifteen years away. Our goal is to help clients feel confident about their future and pursue their vision of a comfortable retirement. Through our comprehensive approach, we develop customized retirement strategies that address clients’ individual needs and goals, both short and long-term.

Retirement is a significant milestone in one's life. Our mission is to help make that transition more manageable and less stressful by building a personalized retirement strategy and offering ongoing support, professional advice, and objective guidance. Start preparing for tomorrow's retirement today by contacting us to learn more or to set up a commitment-free introductory meeting.

Shealy Wealth Management
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