Broker Check

Wealth Management

Your Financial Anchor

At Shoreline Wealth Management, we use various approaches and tools to help you reach your financial goals. Each one is explained to you so that you have a solid understanding and feel comfortable with how your money is being managed. 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.

We typically focus on the following categories:

Professional portfolio construction
Estate planning and legacy strategies
Risk analysis & Portfolio comparisons
Protecting loved ones with insurance

Business buy/sell agreements
Employer 401(k) plans
Retirement income distribution
Education savings