Business Details
Your Trusted Partner for Financial Advisory Services in Providence, RI
At Sheeley & Partners, we approach successful investing as a journey rooted in personalized strategies and unwavering attention to client assets. Founded on the principle that every investor deserves tailored financial solutions, our firm combines decades of industry experience with advanced analytical tools to navigate market complexities. Our fee-based model ensures alignment with client success, as we grow only when our clients grow.With a team of seasoned professionals, we prioritize holistic wealth planning, transparent communication, and cutting-edge reporting capabilities to deliver a client-first experience. Our commitment to continuous improvement and adherence to rigorous investment methodologies positions us as trusted partners in achieving long-term financial objectives.
Services
Investment Management
Wealth Planning
Portfolio Construction
Risk Management
Client Services
Highlights and features
- We offer a fee-based model ensuring alignment with client success.
- Our team combines decades of industry experience with advanced analytical tools.
- We provide holistic wealth planning and transparent communication.
- We utilize smart beta and multi-factor ETFs for cost-efficient portfolios.
- We prioritize client accessibility and personalized investment strategies.
Associations and certifications
- SEC registered investment adviser
Services
Investment Management
We construct diversified portfolios using stocks, bonds, and ETFs tailored to client goals. Our strategies combine quality analysis, risk management, and multi-factor models to optimize returns. Continuous monitoring ensures timely adjustments to market changes.
Wealth Planning
Our Wealth Portal integrates all financial assets for holistic oversight. We develop personalized plans addressing retirement, estate planning, and wealth preservation through coordinated investment and tax strategies.
Risk Management
We assess client risk profiles to determine optimal asset distribution. Using smart beta ETFs and alternative investments, we balance growth potential with capital preservation across market cycles.
Client Services
We offer dedicated support for account management, reporting inquiries, and plan implementation. Our team provides timely communication and educational resources to enhance client understanding of investment decisions.
Portfolio Construction
We employ economic rationale to select securities that align with client objectives. Our process includes rigorous analysis of company fundamentals, market trends, and diversified return sources for long-term portfolio success.
People
Lesley W. Sheeley II
Principal
With over 20 years in portfolio management, Lesley co-founded Phoenix Investment Management and held leadership roles at Fleet Financial Group. He specializes in investment software implementation and strategic portfolio oversight.
Chip Greer
Investment Advisor
Chip brings a decade of experience in crafting investment portfolios, focusing on risk management through asset allocation. He previously worked at Arlen Corporation and Wachovia Securities, managing diverse client portfolios.
Christian Boyer
Investment Associate
Christian specializes in trading operations and alternative investments. With five years in financial services, he streamlines software workflows and conducts investment research to enhance portfolio performance.
Myra Mendes
Client Service Administrator
Myra supports clients with retirement and estate planning, leveraging her FPQP certification. She focuses on detailed account management and enhancing client experience through personalized financial planning assistance.
Questions
What services does Sheeley & Partners Wealth Management offer?
We provide investment advisory services, wealth planning, portfolio management, and risk assessment tailored to individual client goals using diversified strategies.
Are you a fee-based or commission-based firm?
We operate as a fee-based firm, charging based on assets under management with no transaction-based commissions.
How do you personalize investment strategies?
We analyze client risk tolerance, financial objectives, and market conditions to create customized portfolios using multi-factor ETFs and individual securities.
What areas do you serve?
While based in Providence, RI, we serve clients nationwide through personalized digital communication and reporting tools.
How can I access my investment portfolio?
Clients use our Wealth Portal for real-time access to portfolio values, asset breakdowns, and comprehensive financial tracking.
