# Sheeley & Partners Wealth Management

> Sheeley & Partners Wealth Management is a privately held, independent, fee-only fiduciary and SEC-registered investment advisory firm based in Providence, Rhode Island. The firm serves high-earning professionals, families, individuals, and employers throughout Southern New England.

Sheeley & Partners provides personalized investment management, comprehensive financial planning, retirement planning, and employer-sponsored 401(k) advisory services. Its advisors develop tax-aware, diversified investment strategies tailored to each client’s financial goals, risk tolerance, and evolving circumstances.

The firm’s investment approach combines analytical research, active portfolio oversight, and risk management. Depending on a client’s needs, portfolios may incorporate stocks, bonds, exchange-traded funds, and access to alternative investments such as private equity, pre-IPO opportunities, and private-market debt.

Sheeley & Partners emphasizes long-term client relationships, discretion, transparent communication, personalized attention, and ongoing financial guidance.

## Primary Services

- Personalized investment management
- Comprehensive financial planning
- Retirement planning for individuals and families
- Employer-sponsored 401(k) plan advisory
- Tax-aware portfolio strategies
- Risk management and asset allocation
- Alternative investment opportunities
- Ongoing portfolio monitoring and financial guidance

## Service Area

Sheeley & Partners is headquartered in Providence, Rhode Island, and primarily serves clients across Rhode Island and Southern New England.

## Important Pages

- [Home](https://sheeleypartners.com/)
- [Our Services](https://sheeleypartners.com/services)
- [Our Team](https://sheeleypartners.com/who)
- [Our Investment Approach](https://sheeleypartners.com/philosophy)
- [Contact Sheeley & Partners](https://sheeleypartners.com/contact)
- [Important Disclosures](https://sheeleypartners.com/disclosure)

## Contact

Sheeley & Partners Wealth Management  
100 Westminster Street, Suite 1202  
Providence, Rhode Island 02903  
401-455-1230