YOU’VE WORKED HARD FOR SUCCESS.

Let us work to grow your assets while managing risk to protect your future.

We specialize in working with business owners & corporate executives preparing for, and transitioning through, a “work optional” lifestyle.

Business Owners

Financial planning for business owners

At Overland and Shanahan Wealth Advisors, we can customize a financial plan that integrates your business with your personal financial goals and objectives while also allowing you to outsource the tedious responsibilities that come with having a complex financial situation. We specialize in succession planning, qualified retirement plans, charitable planning strategies and investment management.

Explore your options with us today.

Executives

Financial Planning for Corporate Executives

At Overland & Shanahan Wealth Advisors, we have experience in assisting executives in stock option/RSU planning, concentrated stock position risk management, retirement planning and complex estate planning strategies. Give your finances the attention they deserve.

Contact us today.

What Will Your Story Be?

Sam & Rachel

Manufacturing Entrepreneurs

Primary Goal: Business Succession Planning

Law Firm of L&S

Successful Attorneys

Primary Goal: Corporate Benefits

Max & Trisha

Tech Executives

Primary Goals: Stock Option Planning & Charitable Planning

Sarah

Entertainment Executive

Primary Goals: Retirement Planning & Socially Conscious Investing

These fictional case studies represent unique individual situations and outcomes.  Examples are for illustrative purposes only and may not necessarily be replicated.

Tell Us Your Story

Let’s achieve more, together.
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