Shane’s Approach
Shane P. Brennan
Financial Advisor
Overview
Shane Brennan is a financial advisor based in Savant’s Westwood, Massachusetts, office. He started working at Savant in 2026 when Heritage Financial joined the firm.
Born and raised in New Jersey, Shane spent much of his childhood visiting family in the Boston area, where his father is originally from. While discovering his passion for finance in school, pursuing a career in the greater Boston area became a natural decision.
Shane attended the University of Delaware, where he earned a bachelor’s degree in finance with a minor in computer science. Outside the classroom, he played and coached ice hockey, interests he continues to enjoy today.
After graduating, Shane moved to Boston and began his career in finance. He joined Heritage in 2025 as a paraplanner and was promoted to wealth advisor in 2026. In this role, he partnered with wealth managers to conduct client review meetings and address client requests and inquiries. He also coordinated with clients’ accountants, attorneys, and other advisors to help ensure all aspects of their financial lives work together cohesively.
Outside the office, Shane enjoys golfing and cheering on Boston sports teams.
Areas of Focus
Comprehensive Wealth Management
Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.
Financial Planning
Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.
Investment Management
Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.
Estate Planning & Wealth Transfer
Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.
Trust Services
Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.
Education
- University of Delaware
Bachelor of Science in Finance with a minor in Computer Science
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
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