Shorebridge Wealth Management, Llc
About our practice: Shorebridge Wealth Management is located on Washington’s Landing in Pittsburgh. We understand your personal goals are not only unique to you but essential to your financial future. As a result, your personal financial strategy and investment portfolios should be tailored specifically to you. At Shorebridge Wealth Management, our team of dedicated professionals will work with you to build a financial strategy that encompasses all aspects of your financial life. We will help you plan for every milestone, identify overlooked gaps and overcome life's unexpected challenges. Through our exceptional customer service and attention to detail along with our disciplined planning process, it is our goal to build meaningful relationships and lasting partnerships. Put simply, our goal is to help you live your best life."Trust that spans a lifetime" is more than just our motto, it is our pledge to 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. Please follow this link to additional disclosures: http://raymondjames.com/smicd.htm Shorebridge Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc, member FINRA/SIPC. Securities offered through Raymond James Financial Services, Inc, member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.
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Verified contacts
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11 to 50 range
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Decision-makers and verified team members
10 contacts with verified email or phone · masked until revealed.
- EO
Erik Olson
Financial Advisor · Finance & Accounting
EmailPhone - GD
Grace Dymski
Financial Advisor · Finance & Accounting
EmailPhone - JL
Joseph Lantz
Managing Director · General Business & Management
EmailPhone - WS
Win Smathers
Managing Director · General Business & Management
EmailPhone - KB
Kyle Balliet
Managing Director & Financial Advisor · Finance & Accounting
EmailPhone - AD
Ashby Daniels
Financial Advisor · Finance & Accounting
EmailPhone - CR
C. Reed Natali
Financial Advisor · Finance & Accounting
EmailPhone - DK
Dean Kartsonas
Managing Director · General Business & Management
EmailPhone - KO
Kathleen O. Kartsonas
Managing Director · General Business & Management
EmailPhone
Showing 9 of 10 verified contacts
Top roles at Shorebridge Wealth Management, Llc
3 distinct titles indexed · top 3 shown.
- 4financial advisor
- 4managing director
- 1managing director & financial advisor
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