YOU HAVE THE DREAMS. WE HAVE THE TOOLS.®

FINANCIAL PLANNING TO HELP ACHIEVE YOUR “WHY”

Why do you do what you do? Your answer is going to be as unique as you. For some people, the “why” is to take care of their family. For others, it is to pursue their hobbies. And for still others, it is to leave a legacy in the community. At Parkshore, we start with your “why.” We take the time to understand the goals that you are passionate about and then provide the financial and investment tools to help you achieve those dreams.

When we work with you, we will bring together the pieces of your financial life so that you can see the big picture and make confident decisions about your future. Our comprehensive financial planning services encompass all your needs, from retirement and investments, to savings and taxes.

ABOUT PARKSHORE WEALTH MANAGEMENT

We are a family-owned wealth management firm with four decades of experience helping clients achieve their dreams. Based in Roseville, California, we work with financially responsible families and individuals throughout the greater Sacramento area, helping them build the future they envision.

As an independent, fee-only Registered Investment Advisor, we hold our financial advisors to a fiduciary standard and always put our clients’ interests ahead of our own. In this way, our clients know that the financial blueprints we design for them are truly created to simplify their financial lives and help reach their goals.

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FINANCIAL PLANNING AND INVESTMENT SERVICES TO FIT YOUR LIFE

As a financial planner, our goal is to help you build a firm financial foundation for the life you envision for yourself. Because we recognize that your financial needs may evolve over time, we offer three programs to choose from.