Monthly Archives: July 2015

How to Become a Successful Wealth Manager

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The wealth management industry is growing thanks to demographic shifts in the United States. More people are accumulating wealth at a much younger age and the population of high-net worth individuals continues to grow, from 2.9 million in 2005 to 3.3 million people as of 2013. Between major firms, family offices and independent fee-based advisors,…

Douglas Sheahan Featured in Advisor Today Magazine

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There are more than 76 million baby boomers in the U.S., but many of them don’t have nearly enough saved for retirement. According to the TransAmerica Center for Retirement Studies, most people in their 50s and 60s only have $127,000 saved for retirement, far less than the $1 million they need to comfortably maintain their…



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