Shamrock Wealth Management - Home

Toys For Tots


As the 2018 holiday season approaches

And in keeping with our commitment to community,

we have decided to sign up once again to be a designated drop off location for


If this is a good fit for your holiday giving commitments, we will be accepting toys

through the end of the day, Monday, December 17th.

If you’d like to give and would rather donate directly, you can do so online at:


Wishing you all the best!


At Shamrock Wealth Management, we’re here to help you pursue your overall financial goals and guide you through the complexities of planning for your retirement. Using our client-centered approach, we seek to help you design a framework to pursue financial security during the next phase of your life.

We are specialists in providing individuals and their families with a structured and customized financial plan. Our years of expertise—combined with a highly personalized level of service—allow us to design unique strategies to help you with your goals, which may include:

  • A sustainable lifestyle during retirement
  • Enough income to enjoy travel and other desired recreational pursuits
  • Income to help pay for unforeseeable and unplanned life events

Let us help take the stress out of planning for your financial future.