At Parkshore Wealth Management, we are a family-owned, fee-only wealth management firm with four decades of experience helping people achieve a seamless transition into retirement. Based in Granite Bay, California, we work with financially responsible families and individuals throughout the greater Sacramento area.
We are proud to use Dimensional Funds in our clients’ portfolios. Dimensional Fund Advisors (DFA) has been a trailblazer in the movement to base investment management on academic research and the tenets of discipline, low costs, and transparency.
Their mutual funds are founded in Nobel Prize-winning research indicating that investments selected for certain market “dimensions” have historically provided superior returns over attempts to time the market or cherry-pick stocks. As a fiduciary advisory firm, we believe we are serving our clients’ best interests in partnering with Dimensional Funds.
Commission-free advice
Transparent fee structure
Fiduciary responsibility
Your interests first
No product
sales
No third-party commissions
Fewer conflicts of interest
Services
Personal, fee-only financial planning
Tax planning and preparation
Cash flow planning and management
Investment policy statements
Retirement, tax and estate planning strategies
Asset allocation model construction
Disciplined portfolio management
Retirement plan rollover guidance
Advice about stock options
Second opinion on your current investment portfolio or financial plan
Resources on many other financial subjects to promote financial wellness
Let’s Chat.
Let’s see how we can help you achieve your financial goals. Schedule a 15-minute discovery call.