Shorepine Wealth Management

Your Financial Wellbeing, Our Expertise

At Shorepine Wealth Management, we empower individuals, foundations, and endowments to achieve financial security and pursue their goals. With meticulous care and personalized strategies, we guide you through the complexities of wealth management, offering comprehensive solutions to navigate the ever-changing financial landscape.

What Sets Us Apart

We believe in a personalized approach to wealth management, tailoring our strategies to your unique needs and aspirations. Our team of experienced professionals takes a holistic view of your financial situation, considering not just your investments but also your financial planning, estate guidance, and educational savings. We call this Value Driven Investing, a unique blend of comprehensive planning and institutional-level money management expertise.

Investment Management

• Custom portfolio construction and management
• Institutional-quality research and analysis
• Flexible investment strategies to meet your risk tolerance

Financial Planning

• Comprehensive financial assessments and goal setting
• Personalized investment and budgeting plans
• Retirement planning and analysis
• Estate planning and philanthropy consultation

Additional Services

• Educational Savings Planning
• Small Company Defined Benefit and 401(k) Plans
• Estate Guidance and Valuation
• Charitable Foundation and Endowment Services

Our Commitment

At Shorepine Wealth Management, we hold ourselves to the highest ethical standards. We operate under a fiduciary standard, meaning we prioritize your best interests in every aspect of our engagement. We are also fee-only advisors, receiving compensation solely from our clients, ensuring alignment of interests and objectivity.

We believe in transparent and open communication, regularly updating clients on their portfolio performance and financial plans. Our goal is to empower you with the knowledge and confidence needed to make informed financial decisions for your future.

Empowering Your Financial Journey

Schedule a consultation today and discover how Shorepine Wealth Management can guide you on your journey to financial security and success.