A complete list of active advisors currently associated with Shorepine Wealth Management, LLC

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

Shorepine advises high-net-worth individuals, trusts, foundations, endowments and companies on comprehensive wealth management, offering discretionary portfolio management and financial planning. Portfolios are typically constructed with an actively managed core of roughly 20–30 mid-to-large-cap U.S. equities supplemented by mutual funds, ETFs, individual bonds and cash. The firm combines fundamental analysis and technical analysis with an emphasis on quality, valuation and tax-aware, low-turnover investing, and rebalances allocations when asset classes move beyond predefined tolerance bands. Clients may request ESG-based exclusions, financial planning is offered (with planning fees waived for investment-management clients), and the firm periodically runs a two-session educational course titled “Wealth Creation Today.” Distinctive features include the firm’s principal role as a co-owner/manager of a private placement real estate pooled investment vehicle; clients may be invested in those vehicles and the firm discloses it does not receive compensation for client investments in them. Shorepine also serves charitable organizations, pension or profit-sharing plans, and other institutional clients—relationships that are less common among independent advisors of similar size.

To learn more about the advisors currently working at Shorepine Wealth Management, 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.