Trusted advice to protect you from the elements

We are Different

Not all Wealth Managers are created equal. At Shorepine Wealth Management we create comprehensive financial plans for our clients that act as the foundation of your asset allocation strategy. We then take it a step further by providing in-house institutional-level money management to help guide all of our decisions. It’s the best of both worlds and the right way to protect your future.

Custom Strategies

We help our clients achieve their goals by collaboratively building, implementing and monitoring unique portfolios in a cost-effective manner.

Fiduciary Standard

We hold ourselves to a fiduciary standard, which means we are required to work in your best interests in everything we do. We manage a portfolio built for you (the client) not us (the firm).

Fee Only Basis

We provide our services on a fee-only basis and we never get paid by the investment strategies we impliment. Our only incentive is to grow your wealth thereby aligning our interests and ensuring independence.

Tax Efficiency

We strive to manage your portfolios in the most tax efficient manner possible relative to your unique circumstances.

Listen in as Marc and Pam talk about the types of clients Marc serves and how working with a truly knowledgeable, independent advisor can make a difference. Marc, who earned the prestigious Chartered Financial Analyst designation, tells us why he is so passionate about helping his clients — and the significance of the word “Shorepine” in his company name.

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What We Do For Our Clients

Unbiased advice for Individuals, Foundations and Endowments

Investment Management

Financial Planning

Educational Savings

Value Driven Investments

Ready to discuss your future?

Our firm specializes in providing objective, independent advice not encumbered by the need to promote any one product or service. We work in a conflict free environment providing our service on a fee-only basis in the most efficient manner possible. Because not only is that the best thing for you, it’s the right thing.

Select a date & time below, and let’s talk about your future…