Wealth Management Services, Financial Services, Retirement Planning Services

× Search

"To Serve our clients and help Protect their hard earned wealth."

As a verb, "shield" means to protect someone or something from danger, risk, or unpleasant experience -- and that's how we serve our clients. Our single focus is on helping to protect and grow the wealth that our clients have worked so hard to create.

"HNW" is a term in our industry that defines the type of clients that most advisors seek. Whole marketing and event plans are geared toward attracting these type of clients. To the industry it means "high net WORTH" individuals.

At Shields Capital Advisors, we also seek "HNW" clients -- but to us that means "high net WORK" individuals. The clients we serve are people who have worked hard their entire life. They showed up every single day and most certainly earned their paycheck. Maybe they worked their way up the corporate ladder to a management position, or jumped in an ambulance when the tones went off, or raced a squad car to a family home to prevent a crime.

Investment Advisory Services offered through Integrated Advisors Network LLC (IAN), a Registered Investment Advisor. Shields Capital Advisors and IAN are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.

This information is designed to provide general information on the subjects covered. It is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Shields Capital Advisors and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.

312-953-0115
bill@shieldscap.com