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 ABFP®
    • 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
Infographic: Shred me, shred me not
Which documents to keep and which to toss safely.
Technology & Innovation
Leveraging your digital presence for business growth
How to harness the power of your online footprint to engage current and prospective customers.
Business Ownership
Read
Read
Staging in place: Future proofing in the present
If you plan to age in place, the best time to create a vibrant home you can grow old with is now. 
Retirement & Longevity
What you need to know about freezing your credit
Four free and easy steps to protect yourself from fraud.
Family & Lifestyle
Tech nostalgia: In with the old
What inspires the recent appeal of obsolete technology.
Technology & Innovation
Read
Create a workspace that energizes you
Working in a Zen-like environment could lead to less stress, greater productivity and on-the-job happiness.
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 to external content or websites, if provided, are 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.

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc..

Raymond James Legal Disclosures (Including Form CRS) | Privacy, Security & Account Protection | Terms of Use

© 2026 Raymond James Financial, Inc.

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