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
    • Estate & Giving
    • Markets & Investing
    • Retirement & Longevity
  • Topic
    • Retirement Planning
  • Media
    • Article
Complex, significant wealth warrants elevated support
Managing substantial wealth often requires specialized capabilities and expertise.
Markets & Investing
Wheat, gold and the pursuit of a zero-correlation investment
For investors with appropriate risk tolerances, the measured inclusion of commodities can offer an additional dose of diversification.
Markets & Investing
Read
Read
Making the most of a Roth IRA
Consider the benefits and limits associated with making post-tax contributions to an individual retirement account.
Retirement & Longevity
Risk mitigation's crucial, complex role for wealthy families
Affluent investors should carefully consider their liquidity needs, privacy concerns and diversification strategy.
Markets & Investing

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.