Answers to your financial questions should be at your fingertips.

Sheeley & Partners provides their clients with up to date, comprehensive information.


Client Reporting

Our secure client portal provides our clients a place to not only access their investment portfolios at anytime.  The portal will include up-to-date information on your assets as well as provide comprehensive appraisals that you can download and print out at your leisure.


Wealth Planning

We understand that there are more to the waters than what is on the surface. With the wealth portal you can consolidate all your financial information, to take a  look at your complete financial picture.