True Equity Wealth Management LLC

True Equity Wealth Management LLC is a fee-only registered investment advisory firm. We help you organize your finances and increase your net worth. This is done through automating savings, pro-active portfolio management, and planning for future goals.

Services

FINANCIAL PLANNING

Where are you now? Where do you want to go? Let’s develop a plan to get you there.

INVESTMENT MANAGEMENT

Full service investment management with access to low-cost, tax efficient portfolios.

About Michael Shea

Michael is a CERTIFIED FINANCIAL PLANNER™ and enrolled agent. Michael’s practice is focused on serving high net worth individuals, executives, and business owners with their financial planning, investment, and tax matters. As an enrolled agent and has unlimited practice rights in representing clients with their tax matters before the IRS.

Alliances:

Michael is a NAPFA registered-financial advisor, which is a professional association that supports fiduciary, fee-only financial planners. They provide resources and ongoing educations for fee-only advisors to better serve their community.

He is a CFP® who offers comprehensive financial planning advice. The CFP® board requires professionals to adhere to a strict code of ethics and standards of conduct, as well as follow a standardized financial planning process. This helps give clients the confidence they’re partnering with a financial advisor who will put them on the path to a secure future.

As an Enrolled Agent Michael has unlimited practice rights in representing clients with their tax matters before the IRS. XYPN is a network of fee-only advisors where regardless of someone’s age or assets, their fee-for-service financial advisors are dedicated to working in your best interests.

Dimensional Fund Advisors is an asset management company we use comprising of many PHDs and CFAs committed to evidence-based investing and research. The majority of DFA’s funds can only be accessed through approved advisors. They provide many resources to advisors regarding investment research and portfolio construction and act as partners to independent firms.

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