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A PERSONALIZED APPROACH TO MANAGING WEALTH

Managing wealth with an eye toward the future demands vigilance and skill in today’s global economy. Over the years, we've worked with clients and their other professional advisors – including attorneys and accountants – to create comprehensive wealth management plans designed to make the best use of their wealth today and help ensure its endurance for future generations. And we'll do the same for you. We can offer you an array of personalized services, support and guidance that can help make a positive difference in the pursuit of your financial goals.

New Announcement for Michael Sheehy Named to 'Financial Times Top Retirement Advisers' List

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Experience To Lead The Way

Our combined years in the financial services industry provide you with a seasoned team and a level of knowledge necessary to help you pursue your financial goals and objectives.

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INVESTMENT ADVISOR REPRESENTATIVE MICHAEL SHEEHY APPOINTED TO RETIREMENT PLAN ADVISORY COUNCIL

Doylestown, Pa. – Michael S. Sheehy, AIF®, CFP®, an investment advisor representative at Wealth Advisory Services, Inc. in Doylestown, Pennsylvania, has been appointed to the Retirement Plan Advisory Council (RPAC), a dedicated group of Raymond James advisors nationwide who have made retirement plan consulting a primary focus. This collective, which accounts for less than 1% of Raymond James representatives, offers specialized experience and support for retirement plan sponsors. 

RPAC advisors assist company executives in evaluating alternatives and coordinating the different components of the 401(k) process on an ongoing basis. They acknowledge a fiduciary standard of care with regard to investment recommendations and monitoring of plan investments.

“I help corporate executives and business owners design, implement and manage the company retirement plan that best fits with their needs and objectives. I also help them understand and comply with their roles and responsibilities as plan fiduciaries,” said Sheehy.

Sheehy is a Certified Financial Planner™ practitioner and an Accredited Investment Fiduciary professional. He has more than 26 years of experience in helping families, individuals and corporate clients plan and strategize to pursue and realize their financial goals. He can be contacted at Wealth Advisory Services, Inc., 18 E. Court St., Suite 100, Doylestown, PA 18901 or by calling 215.340.3690.

© 2018 Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Wealth Advisory Services and Raymond James Financial Services Advisors, Inc. Wealth Advisory Services is not a registered broker/dealer and is independent of Raymond James Financial Services.

 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

"The essence of investment management is the management of risks, not the management of returns."
Benjamin Graham

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