Verified recordInvestment Management

Erik Olson

Managing Director at Shorebridge Wealth Management, Llc

Based in Pittsburgh, United States

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Seniority

C-Team

Department

General Business & Management

Location

Pittsburgh

Industry

Investment Management

Company size

9

Contact information

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Email

1 credit

e•••••••@shorebridgewm.com

Phone

5 credits

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Background

About Erik Olson

Shorebridge Wealth Management is an independent practice located on Washington's Landing in Pittsburgh. Our advisers provide traditional portfolio management, investment advisory and financial planning services and strive to complement this with exceptional client service. Through leveraging our relationship with Raymond James Financial Services, we gain access to their deep bench of experienced wealth services professionals to provide our clients with trust, insurance, estate planning and lending solutions. Our local team combines institutional research expertise and experienced investment advisors to provide customized financial and portfolio strategies helping clients realize their unique objectives. At Shorebridge Wealth Management, we believe in serving clients of all sizes. Our satisfaction comes from helping people improve their lives through prudent investing and sound planning that spans a lifetime.

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