Shorepine Wealth Management is an independent wealth management firm that operates under a fiduciary standard, meaning they are legally obligated to act in their clients' best interests. The firm is "fee-only," which signifies that their revenue comes directly from clients for financial planning and investment advice, not from commissions on selling products. Their stated mission is to help clients align their financial resources with their personal values and life goals through services that include retirement planning, investment management, tax strategy, and estate planning.

Founded in

United States