Granite Bay, CA Office
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Parkshore Wealth Management
Team
Firm-wide stats for Parkshore Wealth Management
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.
Based on Parkshore Wealth Management
Expertise
Based on Parkshore Wealth Management
Location
5940 Granite Lake Drive
Granite Bay CA 95746
Advisors at this office
4
Advisors at this office
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.
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