About Us

To help our clients live well and sleep well, we put them and their goals first. We are passionate about showing individuals and their families how to discover and achieve their life, retirement, and financial goals. We walk the path alongside our clients to help them stay on track regarding their goals while adjusting to new life circumstances as they arise. With our unique boutique family business, we truly enjoy helping people accumulate, grow, preserve, and transfer their wealth. The family office of Ann Marie Sheehan, Amanda Bonomi, and Antonio Posada has over fifty years of experience to assist individuals and families AccumulateAppreciate, and Achieve.

Antonio Posada

(669) 204-4053
Before joining the family office of Ann Marie Sheehan in late 2016 as a registered office administrator to help with the broker-dealer change, Antonio...

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Our Services

Insurance Planning

Insurance is essential to any comprehensive financial security plan. If tragic events like death, disability or critical illness strike, insurance can protect you and your family from undue hardship. Some life insurance policies also provide tax-advantaged savings that you can draw on to achieve goa...

Asset Allocation Planning

Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk. It is based on the premise that the different asset classes have varying cycles of performance, and that by invest...

Business Succession Planning

The death of a partner or major stockholder in a business can have devastating effects on both the business and the deceased partner’s surviving family. The business is concerned with gaining control of the deceased partner’s interest at a fair price so that it can continue operations without interf...

Retirement Planning

Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations. For one, people are living longer. A person who turns 65 today could be expected to live as many as 20 years in retirement as compared to a retiree in 1950 who lived, on average, an add...