Contact First Shelbourne
If you are approaching retirement, evaluating retirement accounts, or looking for independent investment management, I would be glad to learn more about your situation.
What happens next
Send a brief message about what you would like to discuss. I personally review each inquiry and will follow up with you directly.
A retirement transition, a pension, a 457 or 401(k), an IRA, or a desire for a more organized investment plan.
I will contact you to discuss next steps.
The goal is a clear, low-pressure discussion about your needs and whether First Shelbourne is appropriate for your situation.
Send a message
Please do not include account numbers, Social Security numbers, tax returns, passwords, or other sensitive personal or financial information in this form.
Based in Commack, Long Island
First Shelbourne LLC is an independent New York state-registered investment adviser founded by Christopher Wargas. I work directly with clients seeking thoughtful retirement planning and long-term investment management.
First Shelbourne LLC is a New York state-registered investment adviser. Sending a message does not create an advisory relationship. This page is for general informational purposes and is not individualized investment, tax, legal, pension, or benefits advice.