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VerifiedInvestment Management· Founded 2013

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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HeadquartersPittsburgh, United StatesEmployees10(11 to 50)Annual revenue$1M to <$10MFounded year2013Websiteshorebridgewm.comLinkedIn profileLinkedIn

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3 distinct titles indexed · top 3 shown.

  • 4financial advisor
  • 4managing director
  • 1managing director & financial advisor

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