Shealy Wealth Management needs each client’s input in order to give each account the best chance to reach its goals and objectives. Shealy Wealth Management cannot make changes to certain types of accounts unless Shealy Wealth Management has client verbal permission or consent. There are going to be times when changes need to take place within the client account to position assets for better growth or safety. Without the client’s input and involvement, their investment results may be hampered.
It is the client’s responsibility to notify Shealy Wealth Management if there are changes in their financial status that would have a bearing on how their account is invested.
If you wish to schedule a telephone or in-person appointment to review your account, please call (800) 967-5924, ext. 204 or send an email to lvieux@shealywealth.com
