Discover your Wealth Personality | Take our Quiz!
💰
Discover your Wealth Personality | Take our Quiz! 💰
We help you live more of your Best Days.
Your wealth should create more meaningful moments, not just bigger numbers.
Best Days Video: Life is made of moments. Let’s make more of them.
We don’t do spreadsheet focused financial advice.
Every family's Best Days look different. Maybe it's that lake house where three generations gather, the confidence to start that business, or simply knowing your children's future is secure.
Our process helps you define what your Best Days actually look like, then builds a financial strategy around making more of them possible.
At the end of a truly great day, there’s a feeling — the warmth of contentment, the quiet satisfaction, the smile that comes from knowing you lived well.
WHY WE DO WHAT WE DO
We call these your Best Days.
Our mission is simple: to help you create more of them. We believe wealth is more than numbers on a statement — it’s a tool to give life more meaning, to live with purpose, and to leave a legacy your family will be proud of.
We get it. We want this for our family, too.
Your Best Days Blueprint
HOW WE DO IT
We use our Best Days Blueprint to connect your wealth into a strategy that fuels the moments, experiences, and legacies that matter most to you.
We work with families who want their wealth to create more meaningful experiences, not just bigger numbers.
Our Process
Here is what you can expect:
Get Started
Your Best Days Discovery
We'll start with a relaxed conversation about what your best days actually look like. Through our Wealth Personality Quiz and guided discussion, we'll uncover what truly matters to you—beyond just the numbers.
Create Your Plan
Designing Your Best Days Blueprint
Every family is different, so every plan should be too. We'll design a strategy that fits your life, not the other way around. No jargon, no confusion—just clarity
Live Your Best Days
More Best Days Ahead
With your strategy in place and our ongoing guidance, you'll have the confidence to make decisions that create more meaningful moments. We're here for every step of the journey.
Curious about your wealth personality?
Take our quick quiz to discover how you naturally think about money and success.
You’re in good hands.
At FJ Shaw, we believe that true wealth reaches far beyond numbers. It’s about the memories you make, the relationships you build, and the mark you leave on the world.
We are a network of experienced wealth advisors, tax strategists, estate planners, and insurance specialists — united by one mission: to help you live a life as rich in meaning as it is in resources.
Let’s start planning your Best Days.
Let’s Talk!
Schedule a brief conversation with one of our trusted advisors.
Not Sure Yet?
Take our Wealth Personality Quiz to discover how you naturally approach money and success.
Insights & Perspectives
Stay Informed with perspectives on living well while building wealth.
