FIND OUT HOW WE CAN HELP
We offer:
Access to fee-only, NAPFA-registered advisors
The opportunity to use Dimensional Fund Advisors to invest your money
Solutions tailored to your unique needs
At Parkshore Wealth Management, we are a family-owned, fee-only wealth management firm with three decades of experience helping people achieve a seamless transition into retirement. With offices in Granite Bay and Folsom, California, we work with financially responsible families and individuals throughout the greater Sacramento area.
We believe that you are best served when your financial advice is objective and your fees are transparent. That is why we embrace our role as NAPFA-registered, fee-only financial advisors.
As fee-only advisors, we do not sell products and do not accept commissions or referral fees. What’s more, our RIA firm has a fiduciary responsibility to put your interests ahead of ours. Our responsibility is not limited to certain services or investment accounts, such as retirement plans. It applies to everything we do for you. Always.
We embrace our fee-only status because it enables us to serve as your financial advocate.
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
DO YOU HAVE THE TOOLS YOU NEED TO BUILD A FIRM FINANCIAL FUTURE?
Let’s Chat.
Let’s see how we can help you achieve your financial goals. Schedule a 15-minute discovery call.