ASSET MANAGEMENT
At Shore Wealth Management, we use an investment approach that is research-based, risk-managed, and is tied to each of our client’s financial plan and stated goals.
College Planning
At Shore Wealth Management, we understand that college planning can raise many questions:
- How much will it cost?
- How much should I save?
- When should I start saving?
- How do I save?
- Which investment vehicle works for my family?
We work with our clients to align educational goals with many financial variables. While colleges publish tuition costs, it is important to remember that there are many other expenses and factors that need to be considered, such as room and board, books, and inflation.
Pre-Retirees
At Shore Wealth Management, we understand entering the Retirement RedZone is an exciting time when you are preparing to live off the fruits of your labor. We have a disciplined process to help transition you to this next stage of your life.
- Maximizing Social Security
- Addressing health care costs
- Retirement income distribution planning
- Analyzing long-term care risks
- Risk Management & Insurance
- Pension vs. Lump Sum analysis
Our goal is to help our clients address each of the financial planning pillars that will lead to a successful retirement.
Business Owners
At Shore Wealth Management, we understand managing a business takes hard work and carries tremendous responsibilities. We work with this core group of clients to address their unique issues, concerns, and opportunities to align their business with their personal financial goals.
- Retirement Planning
- Asset Management
- Business Succession Planning
- Managing Taxes
- Employee Benefits
- Risk Management & Insurance
- Personal Financial Planning
We create tailored plans that give a forward-looking strategy to synchronize personal and professional financial goals.
