WHO WE ARE

We are all naturally drawn to things that are urgent, but rarely important. In order to enjoy the people and things you love the most, you must remove unnecessary stress from your life. At Meehan Capital Advisors, we work to help you develop a bigger vision so you can focus on what is important but not always urgent. This allows you to be the best version of yourself - as a spouse, parent, sibling, son or daughter, business owner- whatever it may be to you. Nobody will care more about your financial well-being than us unless they have your last name.

Ultimately, all people will suffer one of two pains - the pain of discipline or the pain of regret. We are able to be your pain of discipline. The pain of regret weighs a lot more, and by the time you get there, it is too late, and you cannot turn back time. Without a vision and plan, there is no way to define what a good job looks like.

As a firm, we believe in a goal-focused and planning-driven approach. Through an in-depth discussion about what is most important to you, we tie the vision to an actionable plan we help you execute. We believe an actionable plan that works is infinitely better than a plan that never gets started.

Given our in-depth knowledge of your vision, we create a goal-focused plan with an emphasis on the highest probability of success and the least amount of risk. We start by giving you a snapshot of your current trajectory, and then spend time identifying customized recommendations and an action plan to change your trajectory to be in line with your vision.

The number one reason financial plans fail is a lack of action. At Meehan Capital Advisors, there is a clear call to action. For us, it is important that you are not acting alone. We grow alongside you keeping you accountable and honest with yourself. This is the practical way we are able to decrease your stress around money. Our clients consistently say they are more confident with us walking with them.

OUR PLANNING PHILOSOPHIES

OUR MISSION

Our mission is empowering others to live courageous lives.

OUR PLANNING PHILOSOPHY - WE BELIEVE ...

  • A comprehensive, written financial plan guides educated and efficient decisions.
  • In solving risk-based needs first; protecting income helps safeguard the creation of wealth.
  • Each dollar has a unique and time-specific job description.
  • In the need for non-market correlated, tax-efficient, safer assets.
  • In managing investments according to Modern Portfolio Theory through professionally created investment portfolios.
  • In creating a distribution plan to help maximize a family’s retirement and safeguard their assets.

OUR INVESTMENT PHILOSOPHY - WE BELIEVE ...

  • In quadruple diversification - multi-asset classes, multi-asset styles, multi-asset managers, and tax diversification.
  • In using professionally-created, objectively researched, multi-manager portfolios.
  • In benchmarking investment decisions to the needs of a client’s financial plan over performing to an index.
  • Consistently rebalancing portfolios will help reward the investor with better long term performance and value.
  • In consistent contributions to a client’s investment portfolio, regardless of market direction or recent performance.

 

All investments carry some level of risk, including the potential loss of principal invested. Diversification and strategic asset allocation do not assure profit or protect against loss.

How We Get Paid

It is extremely important to us that we openly disclose the fees you pay and the potential conflicts of interest that may exist in our relationship. Our clients pay us for the products and services that we provide in three potential ways:

  1. A single fee for developing a personalized financial plan.
  2. A percentage of the investment brokerage and/or advisory fees collected.
  3. Commissions paid in the sale of insurance products.

 

Your Best Interest

Meehan Capital Advisors and the Northwestern Mutual Wealth Management Company actively support and follow the latest industry guidelines to provide you with detailed information in these areas.

Please see the following to learn more:

Client Relationship Summary
Summaries for brokerage and investment advisory services

Guide to Brokerage Services
SEC Regulation Best Interest disclosure

Here are my areas of expertise

Retirement Planning & Income Strategies

Tax-Efficient Strategies

Estate Planning

Wealth Management

Insurance Protection Strategies

Multigenerational Planning