High Bluff Private Wealth

My wife and I have been clients for about two-and-a-half years now, and we have been greatly impressed by the client service and communication by Mike and his team. They have spent the time to get to know us and our goals, and they are clearly well-versed on the latest market trends. Both of those factors inspire confidence that they are helping us plan for success, which is exactly what you want from a financial advisor.

?Thanks to you both for your professional and person assistance! Joanie and I are both very confident in your experience and skill in helping us through this life transition!? This was my reply to Mike and Caleb after working through some challenging financial decisions. I have only had positive experiences with the whole team at High Bluff. In this digital world, a human answers the phone and you are treated in a friendly way, shown professional courtesy, and matters are always handled in a timely manner.

My husband and I have been clients of Michael Shanahan for over 18 years. We met Mike with very little savings and credit card debt. But we had a goal: Get out of debt, create savings for financial security and early retirement, while balancing our finances to still enjoy life along the way. It takes patience and commitment from us and our advisors. We diligently followed the plan that Mike and his teamed created. We celebrated each milestone to reach our goals. And now we are overjoyed, that with Mike and

High Bluff Private Wealth/LPL has been exceptional to work with. The amount of time and personal coaching they have provided has effected my life in so many positive ways. When I first spoke with Claire, she shared with me how much she enjoys her job. She has a passion to help women build their knowledge in financial planning and see them succeed. I am grateful I chose High Bluff Private Wealth. I feel confident now with my financial goals and better prepared for my future. I can 't thank them enough.

I have been impressed with the team at High Bluff - first with Micael Shanahan, and the later with Claire Shinholser. After losing my husband - who always dealt with our finances - I felt rudderless and somewhat nervous. Michael and Claire provided help and assurance, and now I always feel free to pick up the phone and call their office. I also hear from Claire quite regularly - whether it be in answer to a question or for her to provide me with an account review and update. In a difficult financial climate

I've been with High Bluff for a few years now and it was the best decision I could have made for my business and my family. I'm an entrepreneur and owner/operator of a small business here in San Diego. I'm pretty good at that, but it takes all of my energy. I am great at running a business, but am far from a financial wizard and needed help. Mike and the High Bluff team set my family up for success and continue to do so as my family and business grow. They have helped me lower my tax obligations, set up a 4

My wife and I have been working with High Bluffs and it predecssor organization for over 10 years. We have been very satisfied with the performance of our investments and, as important, the relationship with Mike Shanahan and his predecessor, John Overland. We have recommended High Bluffs to family members and both our son and youngest daughter have account relationships with the firm. Several years ago a donor advised fund was suggested to us as a means of improving our income tax situation. With Mike's as

My wife and I have worked with Michael Shanahan and his office since 2012. Michael has been professional and knowledgeable whenever questions have arise. He has helped us plan for retirement and set up our children's educational plans. I highly recommend Michael and his staff. Definitely no one better then High Bluff Private Wealth!

My experience with Michael and Claire has been excellent. Our search for a financial planner has landed me in a place where an entire team is available to support my family needs. I looks forward to many years of a successful relationship.

I've worked with Mike and Claire for several years now and I only have positive things to say. They're always there to answer any questions or concerns, provide valuable advice and insight regarding the best financial strategies for my family and I, and they're just overall solid people. I'd highly recommend their services to anyone needing great financial advisors.

Michael Shanahan and his firm have been instrumental in helping my wife and I plan for retirement, make smart tax planning decisions and most importantly plan for our children's education. His approach is straight forward and honest and my wife and I truly get the sense that Michael cares about our family. One of my favorite aspects of being an Overland and Shanahan client is the regular communication regarding our financial goals. We receive an annual update every year, not to mention several phone calls

I've been with Dave and his team for over two decades. Presently, Michael and Claire continue providing responsive, proactive and sage advice, instilling trust that my investments are in great hands!

Working with Claire and the team at High Bluff Private Wealth has been nothing short of enjoyable. We truly appreciate their knowledge and help when working with them!

I've had a great experience working with the team at High Bluff Private Wealth. They're always friendly, incredibly responsive, and take the time to thoroughly answer my questions. Their deep knowledge of current market trends and investment strategies gives me confidence that I'm in good hands. Most importantly, I trust them completely?they've helped me feel secure and supported in planning for my financial future. I highly recommend their services to anyone looking for a knowledgeable and dependable finan