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.

COMPREHENSIVE PLANNING

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.

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Financial Planning

Portfolio Management

Risk Management

Legacy Planning

Your Team

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

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STRUCTURED Process

Gaining a thorough understanding of who you are and what you want to accomplish greatly aids us in designing, implementing and managing a plan that precisely fits your life.

ANALYTICAL Insights

We apply our analytical capabilities to help us manage market risk, identify investment opportunities, allocate assets, and build and balance portfolios.

PERSONALIZED guidance

We are well-versed in addressing individual needs, and applying our specialized knowledge to the financial matters and issues specific to you.
“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

Information & insight

High inflation is never good, but markets have been overreacting

04/19/2024
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy

Market volatility is a normal feature of long-term investing

04/19/2024
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing

Don’t let estate blunders get in the way of your wishes

These cautionary tales of estate planning mistakes offer a few important lessons.
Estate & Giving

Define your personal philanthropic mission

A compelling plan to make a genuine impact on the world has a variety of components.
Estate & Giving

Reviewing the building blocks of the global food chain

04/15/2024
Declining crop prices are helping to alleviate inflationary pressures, notes Pavel Molchanov, Managing Director, Energy Analyst, Equity Research.
Markets & Investing

Odds and ends

04/15/2024
Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing

SPEAK WITH AN ADVISOR

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

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Shorebridge Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc.