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Client Centered

At Shore Wealth Management, we understand the unique issues that face physicians through each stage of their career.

Due to a physician’s delayed entry into the workforce, they have a disadvantage in meeting early financial demands. Doctors are challenged to pay down student loan debt while making up for the earning-time gap. They need a comprehensive plan to manage current obligations, protect against unforeseen risks, and prepare for a successful retirement.

We have developed a disciplined process to make sure our physician clients have addressed each of the following:

  • Retirement Planning
  • Asset Management
  • Tax Planning
  • Debt Management
  • Asset Protection
  • Risk Management & Insurance
  • College Savings
  • Estate Planning

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