Sheehan-Friedman Group

When you engage The Sheehan-Friedman Group, you gain a high-performing team committed to helping you create the life and legacy you envision.

Here are the ways we believe we serve you best:

We advise clients throughout the U.S. Our practice is national in its scale. We are proud that clients often refer us to their family members, friends and colleagues, many of whom are in locations outside of Virginia.

We listen before we prescribe. We know how important attentive listening is. We enter each relationship receptive to a person's story---not only to a client's professional background, but also to family dynamics, tax circumstances, risk tolerance, time horizon and service preferences.

We are skilled in resolving complexity. Clients come to us with intricate issues in their lives and wealth---selling a business, diversifying a concentrated position, passing wealth to successive generations, navigating wealth decisions within a second marriage, accessing alternative investments, or timing a retirement. We have encountered these decision points many times before. We're comfortable investing the time to help you assess these issues and weigh your options. We also draw on the insights of deeply credentialed specialists who can add value and perspective.

We customize our work. Nothing we do is ever "cookie cutter." We know how important it is to integrate your preferences, lifestyle needs, near-term goals, and long-term aspirations within the framework of your finances. We are regularly in touch with you, navigating evolving markets and your own life events with steady presence and a nimble outlook on new opportunities.

We bring you the resources of a global powerhouse. Whether we are facilitating access to lending, integrating the firm's preeminent research, connecting you to top-tier technology or making meaningful introductions, we seek to deliver the breadth of Merrill Lynch Wealth Management and Bank of America, supporting your goals under one roof with greater purpose.

Alternative investments are intended for qualified investors only. Alternative Investments such as derivatives, hedge funds, private equity funds, and funds of funds can result in higher return potential but also higher loss potential. Changes in economic conditions or other circumstances may adversely affect your investments. Before you invest in alternative investments, you should consider your overall financial situation, how much money you have to invest, your need for liquidity and your tolerance for risk. Alternative Investments are speculative and involve a high degree of risk.