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.

“We work to build the best portfolio with the least amount of risk. Every decision we make on our client’s behalf is based on knowing exactly what they are trying to accomplish.” – Eric Shore

How Much do You Know About Investment?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."



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