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 solutions that give 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
Financial Planning For Organizations | Shore Wealth Management

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