Our Mission

The Financial Consultants at Sheehy & Molinelli, provide access to unbiased investment strategies that address our clients’ unique financial planning needs and personal financial goals.

Our team has extensive experience serving the financial needs of our clients and their families. We manage assets for individuals planning for retirement or who are currently retired, families seeking financial guidance for their legacy planning needs, and business owners offering 401(k) plans for their employees.

For many clients, we identify investment opportunities through a strategy called Advance and Protect*, a dynamic technical and fundamental analysis that adjusts risk exposure and equity allocation to invest in growth cycles and return to cash in market declines. The goal of this strategy is to preserve principal while taking advantage of potential market gains.

When you work with Sheehy & Molinelli, you can be confident that our investment recommendations and guidance are based on you and your objectives, not on selling particular products or services.