Parkshore Wealth Management is an independent, fee-only Registered Investment Advisor. We help you build a firm financial foundation for your life, using tools and techniques that will help you construct the future you want. 

With our main office in Granite Bay, CA and satellite offices in Folsom, CA Lehi, UT, and Logan, UT, we’re a family-owned firm that takes a personal approach to working with people like you. Our goal is to partner with financially responsible individuals and families who are eager to take positive steps that will allow them to use their money to build the life they desire.   

For more than three decades, we’ve helped people manage their investments and taxes. Today, we offer a comprehensive array of financial services, so you can get answers to your financial questions and move forward with confidence.

Parkshore Wealth Management

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Parkshore Wealth Management

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