Fee-Only Financial Advisor Serving
Granite Bay, Roseville, and Surrounding Areas

We founded our financial planning firm in 2008 to serve Granite Bay, Roseville, Lincoln, Rocklin, Auburn, and Loomis, California. We are proud of our role in helping our community’s citizens build the futures they envision.

At Parkshore Wealth Management, we serve financially responsible individuals and families seeking a range of services, from one-time advice, to investment management, to ongoing wealth management. We complement our services with a fiduciary, fee-only commitment to always put clients’ best interests first.

When you partner with us, you can expect an advisor who:

• Believes in maintaining local roots

• Is an independent, family-owned firm

• Eschews ties to national and multinational companies

• Calls the community “home”

We are also great respecters of your time. We strive to make meetings convenient for you and can meet you at our Granite Bay headquarters, virtually via the web, or at our Folsom office—whatever works best for you.

• Granite Bay

• Lincoln

• Rocklin

• Auburn

• Loomis

• Roseville

GRANITE BAY Office:

5940 Granite Lake Dr., Granite Bay, CA 95746

(916) 797-3007
invest@parkshorewealth.com

Directions from Lincoln

• Get on CA-65 S.

• Continue on CA-65 S to Rocklin. Take Exit 108 from I-80 E.

• Follow Rocklin Rd and Barton Rd to our office.

Directions from Rocklin

• Follow Pacific St, E Roseville Pkwy, and Douglas Blvd to Granite Lake Dr.

• Continue on Granite Lake Dr to our office.

Directions from Auburn

• Get on I-80 W from Maple St, Union St, and Placer St.

• Follow I-80 W to Sierra College Blvd in Rocklin. Take Exit 109 from I-80 W.

• Follow Sierra College Blvd, Rocklin Rd, and Barton Road to our office.

Directions from Loomis

• Take Barton Rd to Granite Lake Dr in Granite Bay.

• Continue on Granite Lake Dr to our office.

Directions from ROSEVILLE

• Take Douglas Blvd to Granite Lake Dr in Granite Bay.

• Continue on Granite Lake Dr to our office.

PAM LIGGETT
Client Service Specialist

JODI WEIGHT
Director of Client Experience