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  • Pennsylvania Office
    600 Waterfront Dr Ste 125 Pittsburgh, PA 15222-4751 T: 412.742.4850 F: 412.742.4851
    Map and Directions Map and Directions
  • Virginia Office
    3306 Craggy Oak Ct Suite 201 Williamsburg, VA 23188 T: 412.742.4861
    Map and Directions Map and Directions
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Parental leave policies leave parents wanting more
Paid leave for new parents hasn’t changed much in 30 years – but parents’ needs have.
Family & Lifestyle
Strategies for keeping your beloved home within the family
Preserving your property across generations takes thoughtful planning and open communication.
Estate & Giving
Read
Read
Spend your retirement thriving
How to make your retirement rewarding and meaningful.
Retirement & Longevity
When markets are down, what should you do about RMDs?
Keep these strategies and considerations in mind.
Retirement & Longevity
Start the conversation about quiet quitting
Why the quiet quitting narrative is an opportunity to reexamine your employees' engagement.
Business Ownership
Read
Can you distinguish cash fact from cash fallacy?
Recent market activity and rising interest rates have investors thinking twice about cash. Here are some things to consider.
Markets & Investing
Watch Video
The delicate juncture of estate planning and substance abuse
Determining how you want your wealth distributed at the time of your passing can be emotional and complex – especially if your heirs struggle with addiction or substance abuse.
Estate & Giving
Read
Over time, markets have proved positive and resilient
When markets react, consider a broader historical perspective before changing your financial course.
Markets & Investing
Opportunity blooms in tax season
Whether you get a refund or end up owing, you have options.
Tax Planning
Webinar replay - Man vs. Machine
3/13/2023
Chief Investment Officer Larry Adam and other investment thought leaders discuss current economic and financial market developments.
Markets & Investing
Companies' sustainability goals encourage efficiency
Companies show that environmental business practices can be good for business.
Technology & Innovation

SPEAK WITH AN ADVISOR

Shorebridge Wealth Management Shorebridge Wealth Management
  • Pennsylvania Office: 600 Waterfront Dr Ste 125 Pittsburgh, PA 15222-4751
  • T: 412.742.4850
  • F: 412.742.4851
  • Map & Directions
  • Map & Directions
  • Virginia Office: 3306 Craggy Oak Ct Suite 201 Williamsburg, VA 23188
  • T: 412.742.4861
  • 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.

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