Wealth Management | Success Focused.

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

Learn MoreSet Up a Discovery Call

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
  • SCHEDULE A CONSULTATION

  • This field is for validation purposes and should be left unchanged.

Our Difference, Your Results

lightbulb icon

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.

Learn More
pen icon

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.

Learn More

Hear the difference, straight from our Founders

play button

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 May 04, 2020

Inside the Economy May 04, 2020

Inside the Economy April 20, 2020

Inside the Economy April 06, 2020

SH&J BLOG

Thoughts to help you Plan, Invest and Succeed.

Inside the Economy: Spending Patterns and Coronavirus

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

Today on “Inside the Economy with SH&J”, we take a look at where people are investing their hard-earned money. Americans are spending less on their credit cards but are investing…

Retirement Checklist

| Income, Investing, Investment Portfolio, SH&J Blog, Tips, Uncategorized | No Comments
Many of us spend our entire working life preparing for retirement. Whether it’s contributing to retirement accounts, paying down mortgages and debt, acquiring pension years, or paying into Social Security....

Inside the Economy: Bleak Economic Data and COVID-19

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

This week on Inside the Economy, we begin to see the economic impact of COVID-19 in the numbers. No surprise, unemployment claims have surged. The next question we need to…

VIEW ALL POSTS

We Specialize in You, Your Choices and Your Finances