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 Let's Chat Name Email Phone Question Thank you! Oops!