The trusted guidance of a highly experienced team

Your personal goals are not only unique to you, but essential to your financial future. It’s why you deserve nothing less than the extensive wealth management capabilities and disciplined planning process of Shorebridge Wealth Management.

Here, you will enjoy the best of both worlds: a comfortable and trusting relationship with your dedicated financial advisor, and the full support and collective experience of our collaborative team.

It’s why you can count on us for a comprehensive plan designed to address every financial matter and milestone in your life. “Trust that spans a lifetime” is more than just our motto – it’s our pledge to you.


There’s more to your financial life than just investments. Comprehensive planning encompasses an in-depth review and analysis of all aspects of your financial life – to help you see the big picture and enable us to personalize a plan for addressing every detail.

Your Team

Our highly experienced and credentialed financial advisors and dedicated client service professionals are here to serve you.

Read Our Bios

“We have an uncompromising commitment to our clients to provide customized financial strategies designed to achieve their unique objectives.”
WIN SMATHERS Managing Director & Financial Advisor, Shorebridge Wealth Management