High Bluff Private Wealth

"Can’t say enough about High Bluff! My mother was with this LPL group for 40 years. I started working with them when my mother needed assistance. They were wonderful and helped me for almost a year after my mother’s passing with her financial needs. I still have an account with them and they keep me updated, ask how I am, and continue to look after my needs! Michael Shanahan is WONDERFUL! His wealth advisor, Caleb, always helps me with questions and tech. Andrea and Cynthia called me all the time and walked me through everything I needed to do. I will never forget the care I received from High Bluff! Thank you again!"

"I first met Michael in January 2013, as I was searching for someone to build a trustworthy working financial relationship with, someone who could provide me with educated common sense financial guidance. Michael has done just that! I had invested through my 401K at work for many years, but felt at the time I needed a professional to review the investments I had made, and provide guidance as to what I might need to change to reach my financial goals. Michael has always treated me as if I were very important, responding to all of my inquiries generally within the same day, never applied any pressure, and I am convinced he has always been genuinely concerned that I succeed, which I have. I am grateful I met Michael 12 years ago, and would highly recommend High Bluff Private Wealth to anyone. His business and staff have grown over the years, and you will be greeted by warm friendly employees who will make you feel important as well. Thank you for all you have done for me!!"

"Every single person at High Bluff Wealth Management Is wonderful! I lost my husband two years ago and Mike attended the memorial service. That is just an example of the care, kindness and patience that the entire team has shown me since then. My husband did all the financial Work for our family, so after he passed, I had no clue as to what to do, or what was going on with our finances. Mike Shanahan has spent hours walking me through. Different processes and decisions and he has always been so patient and kind. Caleb, Andrea and Cynthia are always so upbeat and helpful and incredibly patient. I know my money, and every aspect of my finances are in good hands with this highly intelligent, informed and caring Group of people."