Disciplined Wealth Management
First Shelbourne is an independent, fee-only investment advisory firm in Commack, Long Island providing diversified ETF model portfolios and ongoing investment management.
First Shelbourne is an independent, fee-only investment advisory firm in Commack, Long Island providing diversified ETF model portfolios and ongoing investment management.
Six model tiers, from capital preservation to all-equity growth.
Your portfolio reflects your goals, time horizon, income needs, and comfort with risk.
No commissions from insurance products, annuities, mutual funds, or other investments.
First Shelbourne
Whether you are approaching retirement, considering pension-income decisions, or looking for a more thoughtful way to manage your investments, I would be glad to discuss the questions that matter to you.
Areas I help with
Guidance is tailored to your circumstances.
A simple starting point
01
Tell me what is changing, what feels unclear, and what you want your money to support.
02
I can identify the decisions in front of you and the tradeoffs worth considering.
03
If there is a fit, I will explain how I work, what it costs, and what comes next.