Shorepine Wealth Management, LLC

Shorepine Wealth Management advises individuals, companies, foundations, and endowments on all aspects of their wealth management by managing individually tailored investment portfolios. They provide continuous advice based on each client's needs and risks, starting with an extensive review of their financial details and goals. Portfolios typically include a core portfolio of mid-to-large cap domestic securities, mutual funds, ETFs, individual bonds, and cash. Financial planning services are also offered to assist clients with organizing their finances and determining the best course of action.