As Director of Operations, Rose Romatzick oversees every aspect of the office with a focus on client care, efficiency, and seamless execution. With over 15 years of experience in the financial industry, she manages everything from client relations to daily operations ensuring that the business runs smoothly from start to finish. Known for being both approachable and professional, Rose takes pride in creating organized, client-focused environments where every detail is handled with care. Outside of work, Rose lives in Connecticut with her husband Tom and enjoys spending time with their two adult daughters. A lifelong learner and creative home cook, Rose loves trying out new recipes, hiking, and reading. Rose is also actively involved in volunteer work, including hosting and speaking at women’s events – passions that reflect her commitment to helping others grow and succeed.
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Shawn C. Everett is the President of Wealth Managers. Shawn has been in the financial industry for over 20 years, many of which were spent as a partner in one of New England’s largest independent financial planning firms.
Shawn’s daily responsibilities include getting to know who each client truly is, and searching out present investments that will help meet their needs and financial objectives. Over the years, Shawn has prided himself on focusing his time and his efforts in the ongoing cultivation of client relationships, managing clients’ portfolios, watching the markets, and researching new investment offerings.
As the founder of Wealth Managers, Shawn’s desire was to create a sound financial firm that was also socially conscious; therefore each year our firm gives back to local communities as well international charities.
Joseph Chabot is guided by the belief that every person’s story deserves to be heard and understood. He approaches each relationship with genuine curiosity and care, taking time to learn what matters most to clients and using that insight to form a complete picture of who they are and create a truly customized approach to their financial goals. As a husband and father of four, Joseph values connection, integrity, and understanding; principles that shape the way he serves every client
At Wealth Managers, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Investing principles and strategies
Retirement investing and distribution strategies
Estate conservation issues
Risk management analysis
Can I retire early?
Are my investments working hard enough?
What’s a good approach for college savings?
What are the elements of a sound estate strategy?
Do I have enough life insurance for my family?
You want clarity about your financial future. Whether you’re planning for retirement, saving for college, or protecting your family, you shouldn’t have to make these decisions alone. Our advisors have guided many people through the same questions, and we’ll help you create a plan that fits your goals and your situation.
Our Mission, the reason we exist, Is To Provide high Quality Services And Financial Strategies To Our Clients.”
Provide experienced, non-biased financial advice to our clients
Treat our clients with courtesy and respect at all times
Standout as dedicated financial professionals
Be a trusted resource and advisor
Always do what is right for our clients
Provide excellent customer service
Help make our community a better place to live and work
Conventional behavior tends to bring conventional or average results. We believe that being different can help achieve better outcomes. If investing were easy then everyone would be rich, and as we all know, everyone is not rich. As Charlie Munger of Berkshire Hathaway fame has stated: “It’s not supposed to be easy.”
We believe that in order to be a successful investor, you need the strength to diverge from the herd and to stand by your convictions.
As Warren Buffet has said: “To succeed in a spectacular fashion you have to be spectacularly unusual.”
As Howard Marks from Oaktree Capital Management, L.P. has stated: “I’m convinced that everything that’s important in investing is counter-intuitive, and everything that’s obvious is wrong” - we agree.
Being independent allows us to recommend the appropriate investment ideas to our clients. No proprietary products & no corporate quotas.
No parent company or conglomerate dictating policies from an ivory tower
We give back to our local community as well as to national & international non-profit organizations.
Our team of seasoned, knowledgeable investment professionals have nearly a century of collective experience.
In fact, we are miles away from Wall Street. This helps us to think for ourselves and tune out the static from New York.
Services offered through Regal Investment Advisors, LLC, and SEC Registered Investment Advisor, Regal Investment Advisors and Regulus Financial Group are affiliated entities, Wealth Managers LLC is independent of Regal Investment Advisors and Regulus Financial Group. Registration with the SEC does not imply any level of skill or training.
We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.
Please note that Wealth Managers LLC, does not provide tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.
Hyperlinks on this site point to websites not affiliated with Regal Investment Advisors, Regulus Financial Group, or Wealth Managers, LLC. These links are provided as a convenience only. Regal Investment Advisors, Regulus Financial Group and Wealth Managers, LLC disclaim any responsibility for the accuracy of the information on those other websites.
