Our History
Years of experience have prepared us to guide you through your life transitions.
A Steady Guide Through Life’s Complexities
Sheila Littleton is a fiduciary helping business owners, families, and independent women in Westchester County. We know that managing wealth comes with a lot of questions and moving pieces. We help you connect the dots between your finances and your life, so you can make decisions with confidence.
Making Sense of the Moving Pieces—Together
Sometimes gaining clarity starts with asking more questions. We take the time to talk through the complexities of your financial world—strategizing, educating, and answering any additional questions that arise. With a tax-efficient, holistic approach, we help you craft a financial strategy that works for you now and for years to come.
Our History
Years of experience have prepared us to guide you through your life transitions.
Our Values
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Business
Owners
Running a business comes with a lot of demands. From managing growth to planning for succession, we’ll help with the details so you can focus on leading and building.
Nearing
Retirement
Whether you're preparing for retirement or already there, we help you manage income and protect assets so you can focus on making the most of this exciting chapter.
Newly
Independent
Big life changes can bring both opportunity and uncertainty. We help you manage cash flow, plan for growth, and feel confident through life’s twists and turns.
Women
in Wealth
Your time is valuable, and managing wealth alongside a demanding career isn’t easy. We help streamline your financial decisions so you can stay focused on what matters most.
A Look at Whole Life Insurance
Risk Perspective
