Financial planning starts with your story.
Most wealth managers focus on spreadsheets. We focus on the life you want to live. Because building wealth without meaning is just collecting numbers.
Our Best Days Approach
Your money should make more possible — more moments, more milestones, more Best Days.
We start by getting to know what matters most to you, then create a plan that aligns every financial decision with your vision for the future.
What You Can Expect
Conversations that put your values first
A financial roadmap built around your life goals
Clear, evidence-based strategies for every recommendation
Ongoing guidance so your plan grows with you
Our Services
For Individuals, Families, Institutions, and Non-profits
INVESTMENT SERVICES
Equities
Mutual Funds
Exchange Traded Funds (ETFs)
Money Market
Treasury Bills/Bonds
Agency Note
Municipal Notes/Bonds
Corporate Bonds
Brokered CDs/Market-Linked CDs
401(k), Pension and Other Retirement Plans
Digital Assets
Alternative Investments
Commercial Paper
Margin Loans
Self-Directed Brokerage Accounts
Trust Services*
Life Insurance
Disability Insurance
Long-Term Care Insurance
Annuities
Cash Management Services
PRIVATE WEALTH MANAGEMENT
Financial and Estate Planning
Asset Allocation and Portfolio Design
Dynamic Portfolio Management
Retirement Income Planning
Stock Option Planning
Trust Planning*
Performance Reporting and Account Aggregation
Retirement Plan Services
Executive Compensation Strategies
Business Transition Planning
Charitable Planning
Insurance Analysis (Life, Disability, Long-Term Care)
College Education Planning
Who We Are
We’re a team of advisors and client specialists united by one mission: helping you feel confident, secure, and ready for the future.
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Ryan Heath
Ryan Heath is the founder of FJ Shaw Private Wealth and President of Signal Advisors Wealth. With over two decades of leadership in financial services, Ryan has helped build and scale some of the country’s most successful wealth platforms.
But his true passion lies in helping families design financial strategies that let them live more of their Best Days — whether that’s walking vineyards in Napa with his wife, Katie, or tailgating at an LSU game with lifelong friends.
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Rebekah Tozer
Rebekah Tozer leads operations and strategic planning at FJ Shaw Private Wealth. With a background in marketing, brand development, and startup growth, she brings a deep understanding of how to align systems and people for meaningful outcomes.
Rebekah’s Best Day involves being outdoors near the water with her husband and kids, sharing great food as the sun sets — the kind of intentional living she strives to help bring to others through her work.
OUR STORY
Rooted in Legacy. Focused on Your Future.
FJ Shaw is more than a name. It’s a family story, built on the values of trust, integrity, and connection.
We named our firm after our grandfather, Frank Shaw — a man whose wisdom, character, and commitment to family still guide us today. Just as he invested in people, we invest in building meaningful relationships with our clients.
We believe financial planning should be personal. Our role is to connect the dots between your wealth and the life you want to live, helping you create more of your Best Days along the way.
Our Commitment to You
We Listen First – Your goals, priorities, and values set the direction.
We Keep It Clear – No jargon. No confusion. Just straightforward guidance.
We Stay By Your Side – Through every milestone and every change in your journey.
Let’s Get Started
Connect with an Advisor
Schedule a brief virtual meeting with one of our trusted advisors.
Start the Conversation
Not sure where to begin? Connect with us today, and we’ll introduce you to the right team dedicated to meeting your unique financial needs.