Meet Our Wealth Management Team
Our Mission
At Lake Ridge Private Wealth, we believe in having a positive impact on the lives of those around us—our family, friends, clients, and other members of the community.
Our mission is to get to know and understand you; your needs, wants, and goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.
We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.
Almost three decades of experience
Solutions Tailored to Your Financial Goals
Professional Guidance & Insights
Michael J. Sheehan, CFP®, CASL®, APMA®
Financial Advisor / Managing Director