Fee-Only Financial Advisor Serving
Folsom, El Dorado Hills, and Fair Oaks

 
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We founded Parkshore Wealth Management in 2008 to serve the greater Sacramento region. With the opening of our Folsom office, we expanded our ability to meet residents in whatever area is most convenient for them. Our new office is just off Iron Point Road and is easily accessible to the greater Folsom area and El Dorado Hills, Gold River, and Fair Oaks.

Our fee-only, fiduciary wealth management firm was founded to provide the financial tools that help people live their dreams. Our goal is to understand what drives you in life—the people and experiences that motivate you and bring you joy—and then provide the financial and investment strategies to free you to enjoy more of what you love.

Working with us, you receive the expertise of a Registered Investment Advisory firm that:

  • Has local roots

  • Is independent

  • Has no obligations to national or multinational companies

  • Knows and serves the community

Because we serve clients throughout the region, we strive to make meetings convenient and accessible for everyone. You are welcome to meet with us at our Granite Bay or Folsom offices or virtually via the internet—whatever works best for you.

 
 

LOCATIONS WE SERVE FROM OUR ROSEVILLE OFFICE

 
  • Folsom

  • El Dorado Hills

  • Fair Oaks

  • Gold River

 
 
 

HOW TO FIND US IN FOLSOM, CA

We are conveniently located near the intersection of Douglas Boulevard and East Roseville Parkway. We are conveniently located between US-50 and Iron Point Road.  

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FOLSOM Office:

50 Iron Point Circle, Suite 140
Folsom, CA 95630

(916) 797-3007
invest@parkshorewealth.com

 

Directions from El Dorado Hills

  • Head west on Hwy 50.

  • Exit at E. Bidwell.

  • Head down Iron Point Road.

  • Just after going through the Oak Avenue intersection, turn left into the parking lot.

Directions from Fair Oaks

  • Head east on Hwy 50.

  • Follow US-50 E to Prairie City Rd. Take Exit 25 from US-50 E.

  • Follow Prairie City Road to Iron Point Road. Turn right.

  • Follow Iron Point Road to Iron Point Circle and our office.

 

LET’S CHAT

Let’s see how we can help you achieve your financial goals.
Schedule a 15-minute discovery call.