ABOUT US

WE OFFER A PERSONAL APPROACH TO FINANCIAL PLANNING

At Parkshore Wealth Management, we help you build a firm financial foundation for your life, using tools and techniques that will help you construct the future you want.

We are a family-owned wealth management firm with offices in Granite Bay and Folsom, California, and Lehi and Logan, Utah. Our firm takes a personal approach to working with people. We offer tailored planning and services to meet clients’ needs today that can grow with them in the future.

Our goal is to partner with financially responsible individuals and families in the greater Sacramento and Utah area who are eager to take positive steps that will allow them to use their money to build the life they desire. As an independent, fee-only Registered Investment Advisor, we uphold our fiduciary commitment to always act in clients’ best interest.

For more than three decades, we’ve helped people manage their investments and taxes. Today, we offer a comprehensive array of financial and tax planning services so you can get answers to your financial questions and move forward with confidence.

“STRIVE NOT TO BE A SUCCESS, BUT RATHER TO BE OF VALUE.”

— ALBERT EINSTEIN

MEET OUR FINANCIAL ADVISORY TEAM

You will work one-on-one with a financial advisor dedicated to achieving your financial goals. Many of our advisors have the CERTIFIED FINANCIAL PLANNER® (CFP®) designation, a certification widely respected in the financial industry for its comprehensive education, experience, and ethics requirements.