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

Lets Get Started

Our Services

for Individuals, Families, Institutions, and Nonprofits

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.

Ryan Heath

FOUNDER
Rebekah Tozer

FOUNDER
Patrick Scobie, J.D., L.L.M.

ESTATE ATTORNEY, INVESTMENT ADVISOR
Ian Scobie

INVESTMENT ADVISOR
Jaya Dixon

MARKETING DIRECTOR
Jamie Kokot

CUSTOMER SERVICE MANAGER

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.