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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Goldman Sachs
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-28-2015
- Office Locations
- 1
Office Locations
About SHP Wealth Management, LLC
SHP Financial (SHP Wealth Management, LLC) is a Massachusetts-based financial planning and wealth management firm focused on people in or near retirement. It builds and implements its proprietary SHP Retirement Road Map process, spanning income planning, investment management, tax, healthcare, and legacy planning, and supports clients over time. The firm also publishes the Retirement Road Map podcast and a companion book as part of its education platform.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
CRM
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
KEITH WINSLOW ELLIS II
DIRECTOR, Founder
- CRD
- #6441180
- Ownership
- Less than 5%
DEREK L.(MI ONLY) GREGOIRE
DIRECTOR, Owner
- CRD
- #6384801
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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Aidan Vito Arone
Financial Advisor
- CRD
- #7338253
Michael J Bagni
Financial Advisor
- CRD
- #7774105
Showing 2 of 32 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,798,146,596 | $255,020 |
| Non-Discretionary | $121,790,880 | $299,978 |
| Total | $1,919,937,476 | $257,468 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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