A complete list of active advisors currently associated with Westshore Wealth

Warmer can help you find a great advisor at Westshore Wealth or one who fits your needs even better.

Westshore Wealth provides portfolio management, comprehensive financial planning, and retirement plan consulting to individual clients (including high-net-worth individuals), pension and profit-sharing plans, and charitable organizations. Services include the development of Investment Policy Statements, discretionary portfolio management, model portfolios, and participant education for employer-sponsored retirement plans. The firm establishes client-specific Investment Policy Statements and typically manages accounts on a discretionary basis, with quarterly portfolio reviews and monitoring tied to clients’ goals, tax considerations, and risk tolerances. Westshore tailors recommendations to individual restrictions and may engage independent managers to implement parts of a client’s strategy. Distinctive among similar team firms is Westshore’s use of derivatives and more active strategies — including options (covered, uncovered, and spread strategies), short sales, and margin transactions — within separately managed accounts, which can increase market and leverage risk. The firm also combines traditional vehicles (mutual funds, ETFs, fixed income, and REITs) with less conventional offerings such as private placements, venture capital interests, commodities and precious‑metal exposures when appropriate.

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