Parkshore Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$511,125,671
Clients
522
Advisors
5
across 2 offices
About
Parkshore Wealth Management advises individuals and high‑net‑worth clients as well as retirement plan sponsors and plan participants, offering portfolio management, financial planning, tax preparation, and access to estate‑planning tools. The firm provides discretionary management through its Wealth Builder and Wealth Management programs, selection of sub‑advisers, retirement‑plan fiduciary services, and modular planning and tax services.
The firm’s investment approach emphasizes asset allocation, passive strategies, model portfolios and ongoing rebalancing, supplemented by sub‑adviser relationships and individualized implementation. Parkshore uses Orion Custom Indexing to personalize portfolios, transition legacy assets and perform tax‑loss harvesting, and it uses a third‑party platform to review and rebalance held‑away defined contribution participant accounts while avoiding custody.
Noteworthy disclosures include the firm’s willingness, in limited circumstances, to employ borrowing within separately managed accounts — including margin transactions and securities‑backed lines of credit — and the related maintenance‑call and liquidation risks. Parkshore’s combination of custom indexing, integrated estate‑planning technology (EncorEstate Plans), in‑house tax preparation, and formal ERISA fiduciary services (including 3(38) discretionary offerings) distinguishes its operational scope from many peers of similar size.
Client services
Expertise
Occupation focus
Fee options
Estate Plan Document Creation: $2,000; Estate Plan Reviews: $200 per hour (1 hour minimum); Titling Assets in Name of Trust: $300 per asset; Financial Plans: $3,000 - $3,750 depending on program.
$0 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.90% $5,000,001 - $10,000,000: 0.70% $10,000,001 - $20,000,000: 0.50% $20,000,001+: Negotiable
Hourly rates vary by program and service: Wealth Choice Program up to $250/hr, Wealth Builder Program up to $200/hr; specific minimum hours apply to various services (e.g., 1 to 2.5 hour minimums).
Account minimum: $250,000 Minimum fee: Wealth Management Program: $2,500 annually ($625 per quarter); Wealth Builder Program: $10 per month for accounts > $0; minimum fees may be waived at discretion. Fee-only: Planning and Tax Preparation services offered under Wealth Choice and Wealth Builder Programs; hourly rates range from $200 to $250 per hour depending on service and program; fixed fees for Financial Plans from $3,000 to $3,750; Tax Preparation fees negotiable.
Main office
See office5940 Granite Lake Drive
Granite Bay CA 95746
Advisors at this office
4
Offices (2)
Most active in
Arizona · California · Colorado · Florida · Idaho · Nevada · Oregon · Texas · Utah · Washington
Also doing business as
Parkshore Wealth Management · Principle Wealth Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Daniel A
CFP®
Granite Bay, CA
Parkshore Wealth Management
Daniel Andersen is a CFP® professional with 14 years of industry experience. He has been with Parkshore Wealth Management since 2008 and currently serves as president of the Wealth Management Professional Association, a networking and career development organization. Parkshore Wealth Management advises individuals, high-net-worth clients, and retirement plan sponsors, offering portfolio management, financial planning, tax preparation, and estate-planning tools. The firm’s investment approach includes asset allocation, passive strategies, model portfolios, and personalized implementation through custom indexing and sub-adviser relationships.
Samuel T
CFP®
Granite Bay, CA
Parkshore Wealth Management
Samuel Taylor is a CFP® professional with three years of experience at Parkshore Wealth Management. His prior roles include positions at Zions Bank and Brigham Young University. He has also worked with Derrick Dalling Farm and participated in volunteer missionary work. Parkshore Wealth Management serves individuals, high-net-worth clients, and retirement plan sponsors with services including portfolio management, financial planning, tax preparation, and estate-planning tools. The firm’s investment approach focuses on asset allocation, passive strategies, and customized indexing supported by ongoing rebalancing and fiduciary services.
Trevor S
CFP®
Granite Bay, CA
Parkshore Wealth Management
Trevor Stone is a CFP® professional with four years of industry experience. He has been with Parkshore Wealth Management since 2019, including his current role since 2020. Prior to that, he worked at RMC Financial Advisors and held positions associated with Utah Valley University. Parkshore Wealth Management serves individuals, high-net-worth clients, and retirement plan sponsors with services including portfolio management, financial planning, tax preparation, and estate-planning tools. The firm’s investment approach focuses on asset allocation, passive strategies, model portfolios, and ongoing rebalancing, using custom indexing and integrated fiduciary services to manage client accounts.
Paul D
Series 65
Granite Bay, CA
Parkshore Wealth Management
Paul Davis is a financial advisor at Parkshore Wealth Management in Granite Bay, CA, holding a Series 65 designation with less than one year of industry experience. His prior roles include positions at various firms and resorts, as well as work related to education and youth organizations. Parkshore Wealth Management serves individuals, high-net-worth clients, and retirement plan sponsors with services including portfolio management, financial planning, tax preparation, and estate-planning tools. The firm’s investment approach focuses on asset allocation, passive strategies, model portfolios, and customized indexing, supported by discretionary management and fiduciary services.
John Thomas L
Series 65
South Jordan, UT
Parkshore Wealth Management
John Thomas Lloyd is a financial advisor at Parkshore Wealth Management with 14 years of industry experience. He holds a Series 65 designation and has been with Parkshore Wealth Management since 2012. Parkshore Wealth Management serves individuals, high-net-worth clients, retirement plan sponsors, and participants by offering portfolio management, financial planning, tax preparation, and estate-planning tools. The firm employs a disciplined investment approach centered on asset allocation, passive strategies, and model portfolios, enhanced by custom indexing, sub-adviser relationships, and fiduciary retirement plan services.
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