Your life story is like no other. Your experiences, your goals and dreams, your concerns and preferences - they are all uniquely yours. We believe financial planning should follow suit. Whether you are experiencing change, looking ahead to retirement, or embarking on new life adventures, our custom-tailored financial planning can become the manuscript to help you achieve your goals and vision for the future.
With values rooted in kindness and integrity, we provide wealth management services and investment counsel to individuals, families and businesses. We won't attempt to impress you with financial buzzwords or investment jargon. Our style is honest and straightforward - keenly focused on you and designing customized financial strategies to fit your life story and unique circumstances.
With values rooted in kindness and integrity, we provide wealth management services and investment counsel to individuals, families and businesses. We won't attempt to impress you with financial buzzwords or investment jargon. Our style is honest and straightforward - keenly focused on you and designing customized financial strategies to fit your life story and unique circumstances.
Services
Shamrock Wealth Management is an independent, full-service financial planning provider. Unlike large firms or online advisors, we develop authentic multi-generational relationships through high-touch concierge service. With more than 60 years of collective experience, nothing brings us more joy than helping our clients achieve goals they didn't think were possible.
With values rooted in kindness, compassion, and integrity, we provide financial planning and related services to businesses, individuals, and families - just like yours. We begin our work by listening to your story and identifying what you want to achieve. Then, we weave financial strategies for reaching your goals into your story.
Will founded Shamrock Wealth Management in 2015 and has more than 13 years of cumulative experience in financial planning. Prior to Shamrock, he was a financial advisor at UBS Wealth Management for eight years and a manager at Andersen Corporation for 10 years. In addition to leading the team and managing various aspects of the overall business, Will focuses primarily on providing financial planning services to clients.
After founding and leading The Nohner-Black Group wealth management firm for 10 years, Ardis brought her practice to Shamrock Wealth Management in 2020. Prior to The Nohner-Black Group, Ardis was at UBS Financial Services for six years and American Express Financial Advisors (now Ameriprise) for eight years.
With more than 15 years of experience in corporate operations and project management, Kurt joined Shamrock Wealth Management as Director of Operations in 2015. With excellent analysis skills and an unrelenting focus on delivering outstanding client service, Kurt assists with financial plan development for clients.
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