About First Shelbourne

Independent investment advice for the life you have worked hard to build.

I’m Christopher Wargas, founder of First Shelbourne, an independent investment advisory firm based in Commack, Long Island. I provide investment-management services to individuals, families, business owners, and New York public employees.

Founder

A direct relationship with the person managing your investments.

Before founding First Shelbourne, I spent two decades in New York public service and retired as a police supervisor. That experience shaped how I approach investment management: stay disciplined, prepare for uncertainty, communicate clearly, and make decisions with a long-term view.

Christopher Wargas

Founder & Investment Adviser, First Shelbourne

My Approach

Investment management should be clear, appropriately priced, and built around your actual life.

Independent

I am not affiliated with a bank, insurance company, or product manufacturer. My role is to provide investment advice and ongoing portfolio management based on your circumstances.

Straightforward

I believe clients should understand how their money is invested, what they are paying, and how their portfolio fits into the rest of their financial life.

Long-term

I focus on disciplined portfolio construction and risk management rather than short-term market predictions, headlines, or frequent trading.

Investment Philosophy

A disciplined approach to long-term investing.

First Shelbourne uses diversified ETF model portfolios designed for long-term investing. Each client account is assigned to an approved model tier after consideration of the client’s objectives, risk tolerance, time horizon, liquidity needs, tax considerations, financial circumstances, and reasonable investment restrictions.

There is no single allocation that fits every investor. A portfolio’s role may include long-term growth, retirement income, liquidity, family needs, or future flexibility. The goal is to maintain an understandable, intentional portfolio that is appropriate for the individual client’s circumstances.

First Shelbourne

A straightforward approach to retirement-focused investment management.

If you are approaching retirement and want a clearer view of how your pension, retirement accounts, and investment portfolio fit together, I would be glad to start a conversation.

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First Shelbourne LLC is a New York state-registered investment adviser. This page is for general informational purposes and is not individualized investment, tax, legal, pension, or benefits advice. Investing involves risk, including possible loss of principal.