Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Gene R. Shaw
I am supported by Cetera Financial Specialists with expertise and advice available to me in all areas of my practice. The following teams are available to support me.
- Advisory Business Consulting
- Advanced Planning
- Technology
- Investment Solutions
- Research
- Retirement Plan Solutions
- Business Consulting
I also work with multiple companies in the area of fee based investments. These companies provide multiple investment solutions which allow me to help you, the client, with your wealth management decisions.