For more than two decades, Shawn Torres has helped individuals, families, and business owners navigate the complex financial decisions that shape their futures. As Managing Director and Wealth Planner at Vitae Wealth Management in Longmeadow, Massachusetts, Shawn brings more than 20 years of experience in financial services, investment planning, insurance, wealth management, and corporate services to every client relationship.
Shawn’s career in financial services began in 2004, and he spent 14 years as a Managing Director with MassMutual before founding Vitae Wealth Management. That experience provided him with a broad understanding of the financial challenges facing individuals, families, professionals, and business owners—and reinforced his belief that successful wealth management is about much more than investments alone.
At Vitae, Shawn takes a comprehensive, relationship-driven approach to wealth management. He works with clients to understand where they are today, where they want to go, and what needs to happen to connect the two. His work can encompass investment management and financial planning, retirement planning, estate and legacy planning, insurance and risk management, college planning, business evaluation and succession planning, corporate benefits, charitable giving, and executive benefits.
A central part of Shawn’s philosophy is education. He believes clients should understand not only what they are doing with their finances, but why they are doing it. By helping clients understand their choices, risks, opportunities, and potential outcomes, Shawn seeks to create lasting relationships built on trust, transparency, and informed decision-making.
Shawn earned his MBA and holds the Accredited Investment Fiduciary® (AIF®)designation, which reflects his commitment to fiduciary principles and prudent investment practices. He earned the AIF® designation in 2020.
Through Vitae Wealth Management, Shawn has built a practice centered on a simple philosophy: your life comes first, and your financial strategy should be designed around it. Rather than taking a one-size-fits-all approach, Shawn works to understand each client’s unique circumstances, priorities, family, business interests, goals, and vision for the future.
Whether helping a family prepare for retirement, a business owner plan for succession, parents prepare for the cost of education, or an individual develop a long-term investment and estate strategy, Shawn focuses on bringing the different pieces of a client’s financial life together into a coordinated plan.
Based in Longmeadow, Massachusetts, Shawn is committed to serving the individuals, families, and businesses of Western Massachusetts and beyond. Through Vitae Wealth Management, he combines experience, education, personalized planning, and long-term relationships to help clients make confident financial decisions at every stage of life.
Your Life. Our Expertise. One Focus.