We founded Parkshore Wealth Management in 2008 to serve Sacramento and the surrounding metropolitan area. We are proud of our role in helping the region’s citizens achieve their financial and life goals.
When you partner with our financial planning and investment management firm, you work with a team dedicated to helping you achieve your dreams. Your life’s vision becomes the foundation for the work we do with you. And because we want you to feel confident in our advice, we serve as a fiduciary, fee-only Registered Investment Advisor—meaning we receive no commissions and put your interests first.
Working with us, you receive the expertise of a financial advisor who:
Is committed to remaining local
Maintains independence from all national or multinational companies
Is paid only by clients, never through commissions
Has a team that lives and works in the community
We want to make working with us accessible for everyone. You are welcome to meet us in person at our Granite Bay or Folsom office or in an online meeting—whatever is most convenient for you.
HOW TO FIND US
GRANITE BAY Office:
5940 Granite Lake Dr., Granite Bay, CA 95746
(916) 797-3007
invest@parkshorewealth.com
FOLSOM Office:
50 Iron Point Circle, Suite 140
Folsom, CA 95630
(916) 797-3007
invest@parkshorewealth.com
Directions to Our GRANITE BAY Office
Take 16th St to CA-160 N.
Take I-80BL E and I-80 E to Douglas Blvd in Roseville. Take Exit 103A from I-80 E.
Follow Douglas Blvd to our office.
Directions to Our Folsom Office
Get on CA-99 S/I-80BL E/US-50 E.
Follow US-50 E to Prairie City Rd. Take Exit 25 from US-50 E.
Follow Prairie City Rd and Iron Point Rd to our office.
LET’S CHAT
Let’s see how we can help you achieve your financial goals.
Schedule a 15-minute discovery call.