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 is a registered investment adviser serving individuals (including high‑net‑worth clients), trusts, estates, retirement plans and other entities. The four‑advisor team offers comprehensive financial planning, discretionary portfolio management, and retirement plan consulting to roughly 376 clients and manages about $541.5 million in discretionary AUM. The firm uses a goals‑based PORT (Planning for Opportunities, Risk and Timing) process that begins with a discovery meeting, risk assessment and SWOT analysis to build an investment policy tailored to each client. Portfolios are constructed from a mix of ETFs, mutual funds, individual securities, independent managers, alternative investments and digital assets, and ShoreHaven also provides tax‑transition/overlay services and held‑away account management where appropriate. ShoreHaven discloses an affiliation with Crowne Point Tax and Wealth Counsel, noting an investment advisory representative is also the owner of that law firm while advising clients they are under no obligation to use its legal services. The brochure also discloses several marketing and referral practices — including the use of paid solicitors and receipt of model and marketing support from BlackRock (Aladdin/iShares‑centric models) — and states the firm uses endorsements, testimonials, third‑party ratings and advertises performance results, all of which the firm presents and addresses as potential conflicts of interest.

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.