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
    • Family & Lifestyle
    • Retirement & Longevity
    • Technology & Innovation
  • Media
    • Article
    • Infographic
Using securities-based lending to fund business growth
Invest in your business without disrupting your investments.
Business Ownership
How corporate executives are leveraging AI
From innovation and competitiveness to streamlining productivity.
Business Ownership
Read
Read
The ins and outs of nonqualified deferred compensation
A versatile tool that can help enhance the benefits package you offer your employees.
Business Ownership
The psychological side of spending your retirement savings
Many investors worry about outliving their savings. As a result, they sometimes underestimate what they can comfortably spend in retirement.
Retirement & Longevity
AI and cybersecurity: Fighting fire with fire
Artificial intelligence is creating new, more complex cybersecurity challenges. It may also hold the solutions.
Technology & Innovation
View
Infographic: Outsmart the scams
Stay vigilant against online fraudsters with these common scams and best practices to avoid them.
Technology & Innovation
Read
Unlock the full potential of profit sharing
Determining the ideal profit sharing design for your organization.
Business Ownership
Read
Give yourself permission to unplug
4 ways you can ward off relaxation-induced anxiety.
Family & Lifestyle

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 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.

© 2025 Raymond James Financial, Inc.

Raymond James Legal Disclosures (Including Form CRS) | 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.