Shea Capital Management, LLC: helping clients achieve their dreams.

Publication: Sarasota Magazine
Date: Saturday, January 1 2005

We all dream. Shea Capital Management is on a mission to help clients achieve those dreams.

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"I'm creating a new industry," says Geoffrey Shea, president. "Attempting to make money for people in bull or bear markets is only a portion of what I do, which

is to assist in administrating wealth in a family or business."

Shea makes the point that the administration of wealth is often disjointed. Savings, checking and brokerage accounts can be held at different locations. Add in 401Ks, IRAs, mortgages, private equity and wealth held in various other arrangements, with different custodians, and confusion reigns. He has worked with leading technology firms to develop an "Asset Study" process that aggregates all the client's holdings, allowing him to better determine the status of the investment portfolio.

After nearly 20 years in financial services, frustration at the inability to plan based on the typical financial statement prompted this process that enables him to organize a client's financial data and determine where a client is today and the possibility of achieving their goals and objectives in the future. I'm not out there to punch holes in anybody's plan, but to achieve a client's goals some investments may need to be readjusted. I can report on investments and, if required, recommend changes."

Shea Capital Management retains its independence; this enables the company to choose financial products from many providers, helping to select what may best fit the needs of the client.

Shea Capital Management clients are individuals and businesses, young and old. "I don't have any minimum or maximum account size," Shea says. "My goal is simply to arrange funds with the appropriate assets, whether for short or long term liquidity or legacy planning, and monitor the results."

Shea Capital Management, LLC

1133 Fourth St., Suite 203

Sarasota, FL 34236

(941) 330-9777

(941) 955-8206 direct

www.sheacapital.com

SECURITIES AND ADVISORY SERVICES OFFERED THROUGH WALL STREET FINANCIAL GROUP INC., REGISTERED INVESTMENT ADVISOR. MEMBER NASD/SIPC. 255 WOOD-CLIFF DRIVE, FAIRPORT, NY. 14450. 800-836-4652. SHEA CAPITAL MANAGEMENT, LLC AND WALL STREET FINANCIAL GROUP ARE SEPARATE ENTITIES AND ARE NOT AFFILIATED WITH EACH OTHER IN ANY WAY AND ARE INDEPENDENTLY OWNED AND OPERATED.

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