Main Street Trusted.
Proven and Invested in You.
Client Centered
At Calvert Wealth Management, we use a team-centered approach. Our whole team regularly reviews all of our accounts and brainstorms ideas to continuously build on our approach to each client. You can take comfort in knowing that every member of our team is familiar with your own individual accounts and/or plan. We strive to provide the best service possible and believe that our unique team approach helps you successfully maneuver through the complex financial world.
Your Roadmap to Financial Freedom
Calvert Wealth Management was founded on a very simple idea, to provide Financial Planning and Investment Management services to individuals and small businesses. Through these services, we help our clients reach their financial goals for the future, whatever they may be. For those individuals who have reached a certain level of success, we provide Wealth Management services to help them manage and enjoy their accumulated wealth. A simple idea mired in the complex world of finance, tax, and estate law. We pride ourselves on bringing a high level of expertise to the services we provide.
Kelly C. Sheahan, RFC, AIF®
Chief Executive Officer, Chief Compliance Officer, Financial Advisor
(410) 286-3180
