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Wambolt Welcomes Shaun Cavanagh: A Financial Strategist with a Heart for Service

By Cindy Alvarez & Cindy Lempke

“Whether planning for retirement or trying to send their kids to college, financial
planning can be stressful. I want to help families articulate and meet their goals.”

– Shaun Cavanagh

For Shaun Cavanagh, wealth management advising is a perfect intersection of his interests: analyzing the markets and advocating for clients. Wambolt & Associates is the ideal environment in which he can contribute his financial acumen and help families achieve their financial goals.

cavanagh“It can be daunting for people to navigate the wealth management space,” said Cavanagh. “Whether planning for retirement or trying to send their kids to college, financial planning can be stressful. I want to help families articulate and meet their goals.”

The University of Michigan graduate’s experience in the field comes from more than eight years working for Charles Schwab & Company in Chicago. Cavanagh focused on financial planning, investment management, and tax and estate planning for high net worth families and small business owners. He quickly rose through the ranks at Schwab and was recognized with the company’s performance-based Key Contributor Award in three consecutive years. At the end of the day, building relationships with clients always took priority.

“My goal was to take the very massive entity of Schwab and make it more understandable and manageable for clients,” said Cavanagh. “I see the industry as relationship-driven and my desire is to help families and small businesses customize their investment strategy to best serve their interests.” Wambolt’s white glove approach to client service is one of the many attributes that attracted Cavanagh to the firm. Working for an independent advisory firm has been a “breath of fresh air” for Cavanagh who is embracing the opportunity to craft more customized plans for clients, and to build stronger relationships with them over the long-term.

Cindy Alvarez is a Senior Wealth Management Advisor and an Owner of Wambolt & Associates.  Bob Newkirk is a registered C.P.A, former investment banker, and prior Fellow in Law and Economics  at the University of Chicago.  

The views expressed in this article reflect the personal opinions, viewpoints and analyses of the  Wambolt & Associates, LLC employees or contractors providing such comments, and should not be  regarded as a description of advisory services provided by Wambolt & Associates, LLC or performance  returns of any Wambolt & Associates, LLC client. The views reflected in this whitepaper are subject to  change at any time without notice. This whitepaper is intended to provide education about the financial  industry. It is NOT intended to provide investment advice, performance data or any recommendation  that any particular security, portfolio of securities, transaction or investment strategy is suitable for  any specific person. Any mention of a particular security and related performance data is not a recom mendation to buy or sell that security. Wambolt & Associates, LLC manages its clients’ accounts using  a variety of investment techniques and strategies, which are not necessarily discussed in the whitepaper.  Past performance is no guarantee of future results. Please remember that all investing involves the  possible risk of loss of principal capital. Wambolt & Associates, LLC is a registered investment adviser.  Advisory services are only offered to clients or prospective clients where Wambolt & Associates, LLC  and its representatives are properly licensed or exempt from licensure. No advice may be rendered by  Wambolt & Associates, LLC unless client service agreement is in place.