Investment Management & Wealth Advisor

Sheeley & Partners delivers personalized financial guidance for professionals, families, and business owners.

From custom investment strategies to 401(k) advising, our work is built around your goals, risk profile, and long-term plans.

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Investment Management in Rhode Island and Beyond

We construct bespoke investment portfolios that align with your individual goals and comfort level of risk. Every portfolio is designed to be tax-aware, diversified, and flexible—adapting as your life and priorities evolve.

Based in Rhode Island, we serve clients across Rhode Island, Massachusetts, Iowa, the Carolinas, and Florida with consistent, personalized guidance and strategies tailored to your individual goals and risk tolerance.

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401(k) Reviewing & Plan Design

Employer-Sponsored Retirement Plans

Many clients have valuable employer-sponsored retirement plans that deserve optimization. We help ensure yours is working effectively by:

  • Analyzing your contribution levels against your goals

  • Evaluating your investment choices within your plan's available options

  • Incorporating your 401(k) holdings into our personalized Financial Plan analysis tool, which aggregates all your assets for a comprehensive view

For Business Owners

If you own a business, we can help you establish new company 401(k) plans or refine existing ones, including overall plan structure and strategy.

Retirement Planning & Income Strategy

Preparing for retirement requires more than saving—it demands structure and strategy. We help you develop a comprehensive retirement plan by:

  • Analyzing your cash flow from investments and income sources to ensure they cover your spending needs

  • Aggregating all your assets for a complete financial picture

  • Optimizing tax-efficient withdrawals to maximize what you keep

  • Strategic Social Security timing to enhance lifetime income

  • Building a sustainable plan that supports a stable, fulfilling retirement

Our goal is simple: ensure your assets work hard for you throughout retirement.

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Estate & Multi-Generational Planning

We partner with your legal and tax advisors to ensure your legacy delivers on your intentions. From trust coordination to family gifting strategies, we help preserve wealth across generations in line with your estate plan.

A Clearer Way to Navigate Wealth

At Sheeley & Partners, we believe in building portfolios that are both academically grounded and deeply personal. Our investment process is designed to reflect each client’s specific objectives—balancing risk, return, time horizon, and liquidity needs in a way that’s thoughtful and long-term. Investment management should align with clients’ financial planning goals.

This philosophy serves as the foundation for how we manage wealth: with intention, structure, and clear strategy.

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About the team
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Our Philosophy
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Insights