Your Understanding is Our Priority
Investments can be complicated, but our approach is simple. We take the time to educate you – in ordinary language – to build your investment knowledge and confidence.
When Markets React
Clarity Through the Complexity
Whether you're just beginning to invest, getting ready to retire, or planning your estate, we sort through the complexities of your situation to provide a clear financial plan to help you reach your goals.
You're More Than Your Money
Financial plans go beyond your money. You have one life to live and we strive to make it your best life as we align your finances with your goals.
Shoreline Wealth Management is dedicated to ensuring our clients understand the why and the how of their financial plans. Through more than 40 years of collective experience, we educate our clients on a wide range of financial and investment topics, making sure that we build an actionable and measurable plan focused on one thing—improving your return on life. Whether you are a savvy investor or need education, our team takes the time to educate you where needed or complement what you are already doing to help pursue your goals.
You'll understand what's happening with your money. We believe that our clients are better positioned to reach their goals with education as the foundation for their financial plans.
We chose the Shoreline Wealth Management name because the shore represents our community. It's where we grew up and a place where many of our clients call home.
Whether we are complementing what our educated clients are already doing, or building your plan from scratch—we are by your side every step of the way.
Want to learn more about retirement, social security, or estate strategies? We have a wealth of complimentary resources available to you.
You can contribute to a traditional IRA, a Roth IRA, or both, as long as your total contributions don't exceed the annual limit (or, if less, 100% of your earned income). You may also be able to contribute to an IRA for your spouse for 2021, even if your spouse didn't have any 2021 income.
For added resources and support, we’ve partnered with LPL Financial—the #1 independent broker/dealer in the U.S.* With a strong commitment to providing independent and objective advice, it’s easy to see why LPL is an industry leader and Fortune 500 company.
*As reported by Financial Planning magazine, June 1996-2020, based on total revenue.
Our online scheduling tool makes it easy to set up a phone, video, or in-person appointment at your convenience. Click below to schedule time with: