Shearwater Creek Wealth Advisors
What is it about the flight of the shearwater that fascinates us? The shearwater soars with grace and ease as it navigates turbulent seas. We seek the same confidence and freedom in our own lives. Unfortunately, life’s circumstances can be full of surprise and uncertainty. Major events such as the sale of a business, retirement, divorce or inheritance can radically change your financial stakes. Our clients turn to us especially during these times for insight and a disciplined approach to navigating new chapters in their lives.
At Shearwater Creek Wealth Advisors, we strive to understand what’s important to our clients and connect with them and their family on a highly personal level to help them address some of life's most important priorities and hopefully realize their goals.
Our Mission
You and your family are unique. Your future should be about pursuing dreams and securing financial confidence for you and your family. Our mission is to understand what is important to each and every client and help them focus on what matters most in their lives.
To accomplish that mission, we specialize in creating comprehensive wealth management strategies tailored to you and your family’s unique needs.
Our Experience
Collectively, we have over 75 years of experience helping individuals and families who are on the cusp of a new chapter of life. Our process goes well beyond investing and engages a broad range of planning topics including retirement planning, legacy planning, family governance and philanthropy management.
Investment Management
Are your investments aligned to your liquidity needs and personal goals?
Retirement Planning
When can you retire? How much will retirement cost and can you maintain your current standard of living?
Legacy Planning
When was the last time you reviewed your estate documents, account titling and beneficiaries?
Philanthropy Management
What cause are you passionate about? Does your family work together on a philanthropic strategy?
Family Governance
How will you shape your personal legacy? Does your family have that same vision?
Banking & Lending
Through Wells Fargo affiliates, you have access to banking and lending services, including securities-based lines of credit, residential mortgages, home equity financing, small-business financing and credit cards.1
1 Lending and other banking services available through Wells Fargo Advisors (NMLS UI 2234) are offered by banking and non-banking subsidiaries of Wells Fargo & Company, including, but not limited to Wells Fargo Bank, N.A. (NMLSR ID 399801), Member FDIC, and Wells Fargo Home Mortgage, a division of Wells Fargo Bank, N.A. Certain restrictions apply. Programs, rates, terms, and conditions are subject to change without advance notice. Products are not available in all states. Wells Fargo Advisors is licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act and the Arizona Department of Financial Institutions (NMLS ID 0906158). Wells Fargo Clearing Services, LLC, holds a residential mortgage broker license in Georgia and is licensed as a residential mortgage broker (license number MB2234) in Massachusetts. Financial Advisor NMLS ID, if applicable: 1290522.
