Shore Wealth Management is a Danville-based multi-generational independent firm where our advisors offer financial planning and wealth management through 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: planning-based approach, personalized guidance, and attentive service.
Benefit: Confidence that comes from working with a team that is solely focused on their goals
Benefit: Comfortable knowing that they have a deep and experienced team in their corner
Benefit: Experience the assurance that comes from a long-term working relationship