Skip to content
Shorebridge Wealth Management Shorebridge Wealth Management
  • Home
  • Your Team
    • Your Team
    • Winfield Smathers IV
    • Reed Natali
    • Kyle Balliet
    • Mark Summers
    • Erik Olson
    • Sunny Erdman
    • Joe Lantz
    • Joseph Maker
    • Grace Dymski
    • Dena Karsin
    • Rachel Koller
    • Samantha Dunlap
    • Stacy Brown
    • Adrienne Butterfield
    • About Raymond James
  • Our Clients
  • Our Approach
    • Our Approach
    • Why Work with an APMA®
    • Why Work With a CFA
    • Why Work With a CFP®
    • Why Work with a CEPA®
    • Why Work with a CPWA®
  • Our Services
    • Our Services
    • Banking and Lending Solutions
    • Corporate Retirement Plan Consulting
    • Education Planning
    • Estate, Charitable Giving & Trust
    • Financial Planning
    • Fixed Income Services
    • Institutional Advisory
    • Investment Banking
    • Investment Management
    • Portfolio Management
    • Prime Brokerage & Custody Services
    • Retirement Plan Consulting
    • Retirement Planning
    • Risk Management
    • Sustainable Investing
  • Resources
  • Careers
  • Contact Us
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Pittsburgh PA-AEJ
    600 Waterfront Dr Ste 125 Pittsburgh, PA 15222-4751 T: 412.742.4850 F: 412.742.4851
    Map and Directions Map and Directions
Reset All Filters
Filter
  • Category
    • Business Ownership
    • Estate & Giving
    • Family & Lifestyle
    • Retirement & Longevity
  • Topic
    • Retirement Planning
  • Media
    • Article
Are you and your partner on the same retirement page?
Many couples don’t agree on when, where or how they’re going to spend their golden years.
Retirement & Longevity
Who should you choose to execute your estate?
When selecting a personal representative to carry out the terms of your will, consider the role's many responsibilities.
Estate & Giving
Read
Read
Is an owner-only 401(k) right for you?
How to determine if this unique retirement vehicle makes sense.
Business Ownership
Don't sleep on these nighttime spectacles and experiences
From total eclipses to swirling auroras, a world of magic awaits behind our dark skies.
Family & Lifestyle
Pay perks: What we can all learn from executive compensation
Managing earnings tax efficiently may be as important as the compensation package itself.
Business Ownership

SPEAK WITH AN ADVISOR

Shorebridge Wealth Management Shorebridge Wealth Management
  • 600 Waterfront Dr Ste 125 Pittsburgh, PA 15222-4751
  • T: 412.742.4850
  • F: 412.742.4851
  • Map & Directions
  • Map & Directions

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.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc..

© 2025 Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use

 

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