Why Clients Choose Us

Shore Wealth Management is a Danville-based multi-generational financial planning and wealth management firm offering personalized guidance to a select group of individuals, families, and organizations both locally and around the country. Our mission is to use our disciplined financial planning process and asset management strategies to guide our clients and their family through each stage of life’s financial journey. Our commitment to this mission is defined by three core principles:

I. Planning-Based Approach

  • In-depth discovery and active listening helps us understand what matters most to our clients 
  • A tailored plan is developed that helps our clients understand where they are today along with a forward-looking strategy to close any financial gaps
  • Clear recommendations that show clients their options and ease decisionmaking 

II. Personalized Guidance

  • A team approach and a focus on ongoing education allows for specialization and innovation
  • An investment approach that is research-based, risk-managed, and is tied to each of our client’s financial plan and stated goals
  • The ability to leverage resources and connect clients to other professionals helps integrate their financial lives

III. Attentive Service

  • A personal commitment to the highest standards of accessibility, responsiveness, and follow-through 
  • Ongoing communication helps clients track their progress and stick to their plan while remaining flexible as needs change over time
  • Taking an active interest in our client’s lives and interests demonstrates care and builds trust

 

Benefit: Clients feel the confidence that comes from working with a team that is solely focused on their goals

Benefit: Clients feel comfortable knowing that they have a deep and experienced team in their corner

Benefit: Clients experience the assurance that comes from a long-term working relationship