Financial Organization

At Shore Wealth Management, we understand how daunting it can be to keep track of all the moving parts required for a successful financial plan. Our goal is to help our clients obtain a clear picture of where they are and where they want to go. We offer a best in class data aggregation solution that gives our clients the ability to view all their financial resources under one convenient login.

Data aggregation solution

  • Investment accounts
  • 401(k) or other employer plans
  • IRAs
  • Bank accounts
  • Certificates of deposit
  • 529 plans
  • Annuities 
  • Insurance policies

We believe ongoing communication and regular reviews help clients track their progress and stick to their plan while remaining flexible as needs change over time.

  • Performance reports
  • Statements

Our team consolidates our client’s tax documents and works closely with their tax professional to create a more efficient tax season.

  • Tax documents

We understand the stresses of losing a loved one. Our team takes on the responsibility of working with the family to help alleviate some of the burdens during this time of transition.

  • Estate planning documents

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