A complete list of active advisors currently associated with Shorehaven Wealth Partners, LLC

Warmer can help you find a great advisor at Shorehaven Wealth Partners, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Shorehaven Wealth Partners, LLC, 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.