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Investing's Future — Authentic, Clever & Collaborative

YOU KNOW THE FEELING WHEN YOU HAVE FOUND THE RIGHT PARTNER

Shiman Partners commits to listening to you, making your life easier, providing financial insight and working alongside you through up-markets and down. We commit to anticipating the needs of the future investing landscape. No-fluff—just exactly what you need now and down the road for your financial success.

Our clients are families, life-partners, beneficiaries and individuals that prefer a long-term financial partnership. A considerable segment of our clientele are investment-savvy professionals that come to Shiman Partners because they value the care, goal-setting and objective insights achieved through working together. Other clients with limited financial experience, enjoy the measured pace, education and direction we provide. Authentic and clever plan design, are sought out by both.

JOE SHIMAN III, CFP® MANAGING PARTNER

Joe is fired up to bring only the best of himself to his clients. Known for his energy, patient listening, hearty laugh, leadership and love of all things finance, Joe realized his dream in January of 2019—successfully opening his own wealth management company. Captaining the direction and service experience for his clients is paramount to him. He collaborates with top-level professionals in the industry, pushing himself to thoughtfully consider new technology, products and services where it adds value to his clients lives.

Joe began his career at Tower Square Securities, Inc., the Broker Dealer for the Travelers which was later acquired by Citigroup in Hartford. He spent years mastering the foundation of the financial industries; becoming an invaluable resource to advisors. After training his team to succeed him, Joe knew the time had come to work directly with clients—a decision he hasn’t regretted for one day...

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Whether you are investing to build wealth, protect your family, or preserve your assets, we can help take some of the mystery out of preparing for your financial future.

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