South Jordan, UT Office

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.