A Private Client Practice, Built Around Families
The Shannon Group is a private client practice. Today, we're proud to serve a close-knit group of client families, several of whom we have now worked with across three and four generations.
We believe wealth management works best when the whole family is involved. We encourage open communication between spouses and generations, and we welcome the opportunity to work with your children, grandchildren, and other important people in your life — no account is too small for the attention we bring to every relationship.
We also believe strongly in helping families put their wealth to work during their lifetimes — whether that means funding education, helping the next generation purchase their first home, or simply having the conversations that help preserve family harmony for years to come.
We believe wealth management works best when the whole family is involved. We encourage open communication between spouses and generations, and we welcome the opportunity to work with your children, grandchildren, and other important people in your life — no account is too small for the attention we bring to every relationship.
We also believe strongly in helping families put their wealth to work during their lifetimes — whether that means funding education, helping the next generation purchase their first home, or simply having the conversations that help preserve family harmony for years to come.
How We Help Families
Multigenerational Planning
Retirement & Income Planning
Comprehensive Risk & Debt Management*
Wealth can create opportunity across generations — and, without planning, complexity as well. We help families navigate estate planning strategies and legacy planning conversations, education funding, gifting strategies, and continuity planning, so that wealth transfers reflect the values behind it, not just the assets.
* Wells Fargo & Company and its affiliates do not provide tax or legal advice. This communication cannot be relied upon to avoid tax penalties. Please consult your tax and legal advisors to determine how this information may apply to your own situation. Whether any planned tax result is realized by you depends on the specific facts of your own situation at the time your tax return is filed.
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) 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.
Frequently Asked Questions
Yes — The Shannon Group is actively accepting new client relationships.
We do not require a minimum account size. We work with clients across a broad range of net worth, including many whom we expect to grow with over time.
We are not a fee-only practice. We believe in using the most cost-effective account structure for each part of a client's portfolio and are happy to walk through our process during a first conversation.
Let's Build a Plan Around Your Family
Meaningful planning begins with a conversation about your goals, your family, and your future.