We Believe in Education
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.
Our Commitment
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.
Our Story
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.
Our Services
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.
Our Resources
Want to learn more about retirement, social security, or estate strategies? We have a wealth of complimentary resources available to you.
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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.