Shorehaven Wealth Partners, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$499,016,545
Clients
376
Advisors
4
of 6 employees
About
ShoreHaven Wealth Partners provides financial planning, investment management, wealth-management and retirement-plan consulting to individuals, trusts, estates, charitable organizations, corporations and retirement plans. The firm's brochure reports about $541.5 million in discretionary assets under management and describes both stand‑alone planning engagements and discretionary portfolio management that can include held‑away assets and the use of independent managers.
Investment advice is delivered through a goals‑based PORT (Planning for Opportunities, Risk and Timing) process with formal risk assessments and ongoing monitoring; portfolios may include ETFs, mutual funds, individual securities, alternative investments and, where appropriate, cryptocurrencies. The firm describes a tax‑aware implementation approach (including tax transition and overlay services for sub‑advised clients), regular rebalancing and a stated incorporation of behavioral finance considerations into portfolio decisions.
The ADV discloses several features that distinguish ShoreHaven from many peers: it identifies material relationships and marketing arrangements (including receipt of marketing, research and technology support from BlackRock and Fidelity and access to BlackRock’s Aladdin platform), it discloses the use of solicitors for client referrals and compliance with the SEC’s Marketing Rule, and its Material Changes section notes recent amendments that removed prior language about relationships with Dynasty Financial and Crowne Point Tax and Wealth Counsel. The brochure also highlights less common activities—tax transition/overlay services, trading and custody considerations for digital assets, and participation in limited partnerships—and describes related conflicts of interest and monitoring practices.
Client services
Expertise
Occupation focus
Fee options
Financial planning and consulting fees range from $1,000 to $10,000 depending on scope and complexity.
$0 - $1,000,000: 1.50% $1,000,001 - $3,000,000: 1.25% $3,000,001 - $6,000,000: 1.00% $6,000,001 - $10,000,000: 0.90% $10,000,001 - $25,000,000: 0.75% Above $25,000,000+: 0.60%
Certain Supervised Persons offer securities brokerage and/or insurance products under separate commission arrangements.
Main office
188 East Bergen Place, Suite 202
Red Bank NJ 07701
Advisors at this office
4
Most active in
California · Connecticut · Florida · Massachusetts · New Jersey · New York · North Carolina · Pennsylvania · Texas · Virginia
Also doing business as
Pomona Advisors, LLC · Shorehaven Wealth Partners, LLC
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.
Quick links
Advisors at this firm
Michael L
CFP®, Series 63, Series 65
Red Bank, NJ
Shorehaven Wealth Partners, LLC
Michael Lombardi is a CFP® professional with 19 years of experience in the financial services industry. He currently serves at ShoreHaven Wealth Partners, LLC and has previous experience with Purshe Kaplan Sterling Investments and Morgan Stanley. Lombardi is also a licensed insurance agent in New Jersey, specializing in accident, health, life, and variable annuities. ShoreHaven Wealth Partners provides financial planning, investment management, wealth management, and retirement-plan consulting to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a goals-based planning process with formal risk assessments and incorporates a tax-aware investment approach that includes a range of asset types and behavioral finance considerations.
Lawrence D
Series 63, Series 65
Red Bank, NJ
Shorehaven Wealth Partners, LLC
Lawrence Durso is a financial advisor at ShoreHaven Wealth Partners, LLC with 48 years of industry experience. His prior roles include positions at Morgan Stanley and Purshe Kaplan Sterling Investments. Durso holds Series 63 and Series 65 licenses and is also an independent licensed insurance agent in New Jersey. ShoreHaven Wealth Partners provides financial planning, investment management, and retirement-plan consulting to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm uses a goals-based PORT process and offers tax-aware portfolio management, incorporating a range of investments including ETFs, mutual funds, individual securities, alternatives, and cryptocurrencies.
Michael D
CFA®, Series 63, Series 66
Red Bank, NJ
Shorehaven Wealth Partners, LLC
Michael Durso is a CFA® charterholder with 19 years of industry experience. He is a financial advisor at Shorehaven Wealth Partners, LLC, where he has worked since 2020. His prior roles include positions at Purshe Kaplan Sterling Investments and Morgan Stanley. Durso also serves on the board of Opto Investments Inc., a provider of private funds and administration services. Shorehaven Wealth Partners offers financial planning, investment management, and retirement-plan consulting to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a goals-based investment process incorporating risk assessment, tax-aware strategies, and a range of investment options including ETFs, alternative investments, and cryptocurrencies.
Jonathan C
Series 66
Red Bank, NJ
Shorehaven Wealth Partners, LLC
Jonathan Chou is a financial advisor at Shorehaven Wealth Partners, LLC in Red Bank, NJ, holding a Series 66 designation with two years of industry experience. His prior experience includes roles at Goldman Sachs & Co., Ayco Personal Financial Management, Prosperity Partners LLC, and several other financial institutions. Shorehaven Wealth Partners provides financial planning, investment management, and retirement-plan consulting to individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a goals-based PORT process and offers a tax-aware investment approach incorporating a range of asset types, including alternative investments and cryptocurrencies.
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