At Parkshore Wealth Management, we think of ourselves as the architects of your financial future. Our job is to take the various pieces of your financial life and put them together in a way that works for you. We invest our time and knowledge so that we can construct a financial plan that benefits you over the long term.
“Wealth is the ability to fully experience life.”
— Henry David Thoreau
Wealth Choice gives you the advice of a professional on your chosen subject. Depending on the module you select, we will meet with you one to two times. We will learn about your concerns and provide recommendations, including timelines, referrals, and account assistance to help you take action.
Wealth Builder is particularly appropriate for young professionals who are building their wealth. Our online investment management service will manage your portfolio, emphasizing low fees so you can keep more of your money and help increase your returns. In addition, you can take advantage of the financial modules in our Wealth Choice program at a reduced rate.
You may find that as your life evolves, so does your financial complexity. We provide our Wealth Management program for individuals and families who seek comprehensive wealth management and a team to implement their plan for them. We provide financial and investment strategies to achieve your goals over the long term.