Broker Check
Life In A Box Retirement Personalized Guidance Wealth Management

Your Goals are Our Focus

At Shore Wealth Management, we have adopted the words Your Goals are our Focus as our motto. They act as a constant reminder that the most important thing we do is help our clients and their families meet their financial goals.

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. We believe that all our decisions should be based on knowing exactly what our clients are trying to accomplish. Our clients deserve prompt, competent, and courteous service with creative, intelligent ideas at a fair price.


Our team makes a personal commitment to the highest standards of accessibility, responsiveness, and follow-through. Long-term relationships that encourage open and honest communication have been the cornerstone of our firms success.

Learn more

Planning-Based Approach

We create strategies tailored to your goals.

Personalized Guidance

We put your needs first.

Attentive Service

We build trusted relationships that span generations.

Download Our Free Ebook

If you're like 93% of Americans, you're looking forward to retirement. But are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."