Eileen M. Sharkey Listed in Denver Business Journal’s List of Colorado’s 2007 Top 20 Independent Wealth Advisors

December 21, 2007 (DENVER, CO) – Eileen M. Sharkey, Principal, Sharkey, Howes & Javer, was recognized in the Denver Business Journal’s 2007 list of Colorado’s Top 20 Independent Wealth Advisors.

Sharkey, who earned her Bachelor’s degree in history and economics from the University of London in 1968, has been practicing financial planning in Denver, Colorado since 1978. She opened the firm Sharkey, Howes & Javer, Denver, in 1990 with partners Lawrence E. Howes and Joel B. Javer.

The Denver Business Journal (DBJ) asked Sharkey and other Wealth Advisors questions to familiarize readers with the advisors listed in the 2007 Colorado Top 20 Independent Wealth Advisors, published in the December 21 issue of the Denver Business Journal.

  • DBJ: Where’s a good place to put your money in 2008?
  • Sharkey: It completely depends on the client and his/her circumstances.
  • DBJ: What piece of advice do you find yourself giving clients most often?
  • Sharkey: A portfolio that matches your personal goals, not trying to beat some index.

Wealth advising, according to Eileen Sharkey, is comparable to a person in good health, in that if a client is not constantly thinking about it, then the adviser must be doing a good job.

Sharkey carries this philosophy over to her firm Sharkey, Howes & Javer, located at 720 S. Colorado Blvd., Denver, CO 80246, which has about 1,000 clients and $475 million dollars under management. “We really try to treat each client like they are the only one that we have, and that is why we are successful in what we do,” Sharkey said.

Sharkey, originally from England, lives in Evergreen with her husband James.

Sharkey, Howes & Javer is located at 720 S. Colorado Blvd., Denver, CO 80246 and they can be reached at www.shwj.com or 303-639-5100.

Information presented is not designed to be tax, legal or investment advice and is subject to change at any time. All investments contain risks, including the loss of principal. Past performance is no guarantee of future results. Consult with Sharkey, Howes & Javer to learn more about the strategies and information presented herein.

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Eileen M. Sharkey Featured in 2007 Advisor Yearbook, Produced by Charles Schwab

November 1, 2007 (DENVER, CO) Eileen M. Sharkey, CFP® and principal of Sharkey, Howes & Javer, was featured in the Advisor Yearbook 2007, the annual networking guide for Registered Investment Advisors published by Charles Schwab.

Sharkey, who has been designing retirement and investment plans since 1978, is frequently invited to contribute her expertise to the media and to financial planning professionals seeking credentials and continuing education.

Sharkey Howes and Javer specializes in financial planning, investment management and retirement plans.

  • “At Sharkey, Howes & Javer, we specialize in people, their money, and their choices. We offer our clients peace of mind with our fee-only services and the guidance to help them make wise lifetime decisions,” said Eileen M. Sharkey.

Sharkey, Howes & Javer serves over 1000 clients and has $475 million in assets under management.

  • “With seven CERTIFIED FINANCIAL PLANNER professionals, we offer a depth of knowledge and experience rarely found in the profession. We are a team, working in partnership with our clients and their other professional advisers. Our size allows us access to institutional investments and fund managers and our unique non-commission style prevents potential conflicts of interest,” explained Sharkey.

For a free initial consultation with a Sharkey, Howes and Javer professional adviser, visit www.shwj.com or call 303-639-5100.

Information presented is not designed to be tax, legal or investment advice and is subject to change at any time. All investments contain risks, including the loss of principal. Past performance is no guarantee of future results. Consult with Sharkey, Howes & Javer to learn more about the strategies and information presented herein.

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Sharkey Howes & Javer Shares Proprietary Software with Other Registered Investment Advisors

June, 12, 2007 - Joel Javer, CLU, CFP® principle of Sharkey, Howes & Javer along with two partners developed eAllocator in response to the need to provide superior, investment allocation rebalancing service for clients. To learn more about eAllocator, visit http://www.advisorperspectives.com/newsltr05-1.html.

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Denver Investment Professional selected as Best Financial Adviser for Doctors for the 6th Time

December 14, 2006 (DENVER, CO) Lawrence E. Howes, MBA, CFP®, a Denver-based financial planning professional with the Fee-Only firm of Sharkey, Howes & Javer, (www.shwj.com) has been selected as one of "The 150 Best Financial Advisers for Doctors," by Medical Economics, November 2006.

Mr. Howes was first selected to be on Medical Economics’ exclusive list in 1999. He is a founder and principal in Sharkey, Howes & Javer Inc., providing financial advice, portfolio management services, and business and retirement planning to individuals and businesses. The firm has been a financial planning provider to members of the Colorado Medical Society since 1998.

Currently, he serves on the State of Colorado Department of Treasury, Investment Advisory Committee, overseeing the management of the State’s $4.8 Billion in investment assets. Larry also serves on the Investment Committee of Pinnacle Assurance overseeing the management of its $1.9 Billion in assets. He has also served on the State of Colorado, Securities Commissioner's legislative sub-committee on Financial Planning/Investment Advisory Regulation. He drafted the legislative application for the first Investment Advisory Law in the State of Colorado. In 2004, Mr. Howes was awarded an AIF®, Accredited Investment Fiduciary, from the University of Pittsburgh. Currently, Mr. Howes is teaching Investments at Metropolitan State College in Denver, Colorado.

Larry Howes may be contacted at 303-639-5100 or e-mail him at larry@shwj.com.

Information presented is not designed to be tax, legal or investment advice and is subject to change at any time. All investments contain risks, including the loss of principal. Past performance is no guarantee of future results. Consult with Sharkey, Howes and Javer to learn more about the strategies and information presented herein.

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