A complete list of active advisors currently associated with Parkshore Wealth Management

Warmer can help you find a great advisor at Parkshore Wealth Management or one who fits your needs even better.

Parkshore Wealth Management advises individual clients (including high‑net‑worth individuals) and retirement plan sponsors and participants, providing discretionary portfolio management, financial planning, tax preparation, and retirement-plan advisory services through modular programs (Wealth Builder, Wealth Management, Wealth Choice). As of January 8, 2026 the firm reported managing $480,487,817 on a discretionary basis and $37,399,260 on a non‑discretionary basis, and serves a client base of more than 500 households with a small advisory team. The firm emphasizes asset allocation and low‑cost, broadly diversified investments, using mutual funds and ETFs alongside model portfolios and periodic rebalancing to implement client strategies. PWM also uses sub‑advisers and technology partnerships — notably Orion Custom Indexing for portfolio personalization, tax transitions and tax‑loss harvesting — and manages held‑away retirement plan participant accounts through a third‑party platform. Compared with many peers, Parkshore explicitly permits borrowing in client accounts in limited circumstances (margin transactions and securities‑backed lines of credit) and discloses the attendant margin and maintenance‑call risks. The firm also provides ERISA‑focused services including 3(38) discretionary fiduciary support for plans and offers estate‑document facilitation through a relationship with EncorEstate Plans, which are features not present at all similar-sized advisory teams.

To learn more about the advisors currently working at Parkshore Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.