Wealth Management | Success Focused.

Comprehensive Wealth Management and Investment Strategies to help you thrive at any stage in life.

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Comprehensive Financial Planning at any stage in life

Whether you are retired, retiring, building wealth, or going through transitions like having children, or selling a business, a comprehensive financial plan and investment strategy can help you have peace of mind. Our team of CERTIFIED FINANCIAL PLANNER™ professionals work with you to develop a personalized investment and wealth management strategy that revolves around your life stage and financial goals.

At Sharkey, Howes & Javer we appreciate all of our clients who have entrusted us with their financial lives. It has been our responsibility and privilege to partner with our clients for nearly 30 years.

HOW WE SERVE YOU
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Our Difference, Your Results

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Financial Planning &
Investment Management

We strive to dispel common fears our clients have when dealing with money. When a financial strategy is made to be personal and meaningful, we find tension and stresses are reduced, empowering you to make sound financial decisions. It is our commitment to build long-term relationships with clients and to help them achieve success by implementing expert financial planning and investment strategies.

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Straight-forward Fees,
No Product Sales

Our only responsibility is to you and our clients. Our transparent fee structure, with no commissions and no product sales, helps us serve you objectively. As fee-only fiduciaries, we serve you with competence and integrity and keep your best interests at heart.

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Hear the difference, straight from our Founders

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A Strong Financial Plan and Investment Strategy Starts with You

Start working toward your economic independence today with a no-obligation, complimentary consultation with one of our CFP® professionals.

COMPLIMENTARY CONSULTATIONWHAT TO EXPECT

Inside the Economy with SH&J

We invite you to listen in to the economic reports within our bi-weekly Investment Committee meetings.

Inside the Economy July 13, 2020

Inside the Economy June 29, 2020

Inside the Economy June 1, 2020

Inside the Economy June 1, 2020

SH&J BLOG

Thoughts to help you Plan, Invest and Succeed.

Inside the Economy: The Pandemic Job Market and its Impact

| Economic Discussion, Economy, SH&J Blog | No Comments

Today on “Inside the Economy”, we examine the impact that COVID-19 has had on the U.S. job market. As a society, we have witnessed numerous recessions over the last 75…

Reverse Mortgages – Utilizing a Reverse Mortgage in Retirement

| Retirement, SH&J Blog | No Comments
The reverse mortgage has carried a stigma with it from the Financial Crisis in 2008, but through the evolution of the product along with newer Federal Housing Authority (FHA) guidelines,...

Does a Roth IRA Conversion Make Sense for you in 2020?

| Economy, Investing, Investment Portfolio, SH&J Blog | No Comments
The Roth conversion has been a tool available to financial professionals for a long time to help clients minimize future tax liability. Conversions are helpful in specific instances, but many...
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