Serving clients across all of life’s milestones

The Shannon Ryan Wealth Management Group serves a diverse range of clients—from those just starting their financial journey to those preparing for wealth distribution. Our personalized wealth management approach seamlessly integrates traditional investment management with essential elements of behavioral finance. This non-judgmental and holistic approach helps identify and address sources of money-related conflict, paving the way for achieving long-term financial success.
Individuals & Families

Building deep relationships with you and your family takes time and trust. We leverage the expertise of our team members to help manage your wealth more efficiently. We design strategies to preserve and manage your wealth now and into the future.



We can help you answer key questions such as:

  • How can I keep from making mistakes with my money?

  • How can I prepare for personal and financial independence as I age?

  • Are my insurance and risk management plans appropriate?

  • How do changes in taxes impact my overall wealth plan?

  • What can I do to potentially reduce the taxes I am paying on my investments?

  • How can I make the most of my philanthropic giving?


Wells Fargo Advisors is not a legal or tax advisor. However, we will be glad to work with you, your accountant, tax advisor and or lawyer to help you meet your financial goals.

Insurance products are available through non-bank insurance agency affiliates of Wells Fargo & Company and underwritten by non-affiliated Insurance Companies. Not available in all states.
Building on Your Strengths


We work with independent women to develop personalized financial strategies. 

Whether you're navigating life stages and transitions such as divorce, the death of a spouse or a career change, we are here to guide you. Our custom planning process identifies your short-term and long-term goals, creating a tailored plan to meet your specific needs.

We take the time to listen to your priorities and provide the resources and knowledge to help you achieve your goals, giving you the confidence and freedom to enjoy life.

Our team employs an educational approach to wealth management, consistently offering personalized advice to address your questions, concerns and ideas for your financial future.

Business Owners

We work with you to offer customized products and services to help maximize your company’s profitability. By teaming with your other professionals (tax advisor, attorney, actuary), we help identify potential opportunities to explore and obstacles to avoid. This collaboration provides personalized advice and helpful guidance to address many of your concerns.


  • What role does the business plan have in my overall wealth plan?

  • How do I manage my restricted/concentrated equity ownership in the company?

  • How can I better retain my key employees?

  • What types of life insurance strategies can be utilized to protect my business?

  • Should my business have a succession plan?

  • How will the sale or transfer of the business impact my personal wealth plan?



Wells Fargo Advisors is not a legal or tax advisor. However, we will be glad to work with you, your accountant, tax advisor and or lawyer to help you meet your financial goals.

Insurance products are available through non-bank insurance agency affiliates of Wells Fargo & Company and underwritten by non-affiliated Insurance Companies. Not available in all states.
Corporate Executives

We understand the challenges you face as a busy corporate executive. That’s why a comprehensive approach is needed in the analysis of various factors including your compensation package, equity position, and other corporate benefits. We recommend appropriate strategies for your situation taking all of your financial considerations into account.


  • How do I better assess my professional risk?

  • What can I do to help preserve my concentrated equity portfolio?

  • How do I integrate my stock options into my overall wealth plan?

  • How can I better diversify my restricted or controlled stock positions?

  • Are my insurance and risk management plans appropriate?

  • Who can help manage my retirement/deferred compensation account(s) and track my outside investment strategy?

  • How secure is my pension and when should I begin collecting it?


Wells Fargo Advisors is not a legal or tax advisor. However, we will be glad to work with you, your accountant, tax advisor and or lawyer to help you meet your financial goals.

Insurance products are available through non-bank insurance agency affiliates of Wells Fargo & Company and underwritten by non-affiliated Insurance Companies. Not available in all states.

“Plans are nothing; planning is everything.” –Dwight D. Eisenhower

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Shannon Ryan Wealth Management

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AZ, CA, CO, FL, GA, HI, ID, IN, KS, KY, MO, MS, NC, NM, NV, NY, OK, OR, TN, TX, UT, VA, WA). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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