Shoreline Wealth Management is a Registered Investment Advisor (RIA) firm based in South Carolina that specializes in holistic financial planning and investment management. The firm operates on a fee-only basis, meaning they are compensated directly by their clients rather than through commissions from selling financial products, which aligns their interests with those of their clients. They emphasize a fiduciary duty to act in their clients' best interests, providing services that cover retirement planning, investment strategy, tax planning, and estate planning to individuals, families, and business owners.

Founded in

United States