Shidoosh Wealth Management LLC: Helping You Reach Your Financial Goals

SINCE 1995

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Mastering the Art of Portfolio Management: Celebrating 30 Years of Superior Expertise

With over 30 years of experience in financial planning and investment portfolio management since 1995, David Shidoosh is the President and CEO of Shidoosh Wealth Management LLC.

LEARN MORE ABOUT DAVID

Our Purpose

Providing Extensive Financial Planning and Wealth Management Solutions

Portfolio Management

Portfolio Management

Active management employs a disciplined approach to investing, with portfolio managers strategically analyzing and trading securities to achieve fund objectives." #investing #portfoliomanagement

Financial Planning

Efficient financial planning consolidates your finances, streamlining management for greater effectiveness. Mastering wealth management leads to realizing your aspirations and objectives.

Estate Planning

Although the process of beginning an estate plan can seem daunting, it is crucial to have one in place. Despite the belief that an estate plan may not be necessary, it is wise to seek the guidance of a professional in order to ensure the protection of one's assets." #estateplanning #professionaladvice

Retirement Planning

Effective retirement planning involves setting clear goals and considering the time available to achieve them. Explore diverse retirement accounts to secure your financial future.

Insurance

Insurance is a crucial component of a well-rounded financial strategy. Its various forms provide essential protection against the financial burden of accidents, illness, disability, and loss of life for you and your family.

Corporate Succession Plan

Effective succession planning is crucial for business longevity, regardless of retirement timeline. Secure your future success now.

Sustainable Investing

Impact investing seeks to generate positive social or environmental outcomes alongside financial returns. It encompasses various asset classes and can lead to various targeted results. #impactinvesting #socialimpact #sustainablefinance

Investing in higher education

A 529 plan is a tax-advantaged savings vehicle aimed at promoting saving for future education expenses. These plans, also referred to as "qualified tuition plans," are established by states, state agencies, or educational institutions and are governed by Section 529 of the Internal Revenue Code. #529plan #taxadvantagedsavings

Lending

A conventional mortgage is a non-government insured loan used for purchasing a home. These loans can be divided into two categories: conforming and non-conforming. Conforming loans adhere to the maximum limits set by the Federal Housing Finance Agency. #conventionalmortgage #FHFA #homeloan

OUR METHOD: THE PROCESS EXPLAINED

Planning Futures

Our expert team crafts tailored programs and portfolios to achieve lasting financial objectives. Need assistance with investments, taxes, retirement, or estate planning? Let us assist you.

Tried and Tested Method

Our initial step involves outlining our fee structure and discussing the various methods in which we can assist you. Following this, we assess your objectives and evaluate them against your existing portfolio. Based on our findings, we propose an investment approach tailored to your risk preference.

Why Us?

Our team boasts vast expertise in wealth management, with a focus on tailoring strategies to meet your unique financial objectives. Our unbiased recommendations and impartial guidance ensure your success, regardless of the scale.