Independent Financial Advisors Specializing in Retirement & Legacy Planning for Near-Retirees and Families and Tax-efficient Investment Strategies

Shoreline Wealth Management is dedicated to supporting individuals approaching retirement and their families with customized wealth management solutions. Our advisors focus on creating tailored strategies to ensure a comfortable retirement, efficient wealth transfer, and a lasting legacy for future generations.

We understand that this stage of life involves unique challenges and opportunities. That’s why we provide clear, practical guidance on retirement income, estate planning, tax strategies, and intergenerational wealth transfer—helping clients enjoy peace of mind today and security tomorrow.

Our commitment is to deliver personalized service, strategic insights, and compassionate support to help you navigate your financial journey confidently.

Partner with Shoreline Wealth to build a resilient, meaningful financial future for you and your family.




Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. 

For a list of states in which we are registered to do business, please visit: http://www.ShorelineWealth.com 

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. https://www.finra.org, https://www.sipc.org/

Shoreline Wealth Management

Org chart

Teams

Offices