Sheila Menair, CDFA®
Wealth Advisor
Do something today that your future self will thank you for! I will help you to take that next step and be in charge of your financial future. Together let’s have an honest and clear conversation now, so you can move forward to achieve what matters most to you and retire when it’s right for you.
I’ve been a Wealth Advisor for 20 years and have balanced managing client relationships and investment portfolios through the ever-changing financial market cycles. Whether it’s retirement planning, investment management, or wealth-preservation, I think “outside of the box”, create the blueprint and tackle the details to help you get you there. Details matter and make the difference between good results and great results!
As a Certified Divorce Financial Analyst, I advocate for people who are navigating the divorce process. I’m dedicated to being a financial ally and advocate for women in my work and in my community. As a co-founder and director of Together Invested, I volunteer with an amazing group of female professionals to provide monthly workshops for women on topics of financial taboos, and making it through divorce. Together we are building a stronger community of empowered women.
Maine is such a special place to me, and I feel fortunate to live here and work at Back Cove Financial. My husband and I live in Harpswell with our menagerie of pets and our daughter now lives in NYC. I enjoy spending weekends outdoors working the land (too many flower beds) and in the winter, nothing is better than discovering a great book or watching the Boston Bruins. The simple things in life make me richer, wiser and happier.