About ShoreHaven Wealth Partners
We are an independent wealth management firm working with a select group of affluent multigenerational families and high net worth individuals, many of whom are family-owned businesses with goals and aspirations that include a work-optional lifestyle.
Our objective is to help our clients enjoy what’s important in their lives, through the benefit of financial prosperity.
“PORT” Our Approach to Financial Planning
Financial planning can be an intricate puzzle, with more than one path or outcome. Experienced in working with families and individuals with unique situations, we have honed a goals-driven personalized approach that we call PORT: Planning for Opportunities, Risk and Timing. PORT utilizes a process of putting together all the intricate puzzle pieces of your wealth to create an effective financial plan.
By carefully listening to you, we will focus on your goals and understand your priorities. We will collaborate with you to build an honest risk profile. As part of the comprehensive plan we build for you, we will conduct a SWOT analysis to highlight Strengths and Opportunities, and to expose Weaknesses and Threats in relation to your financial well-being.
With your input and approval, we will construct and execute a discretionary investment strategy, using our set of personalized portfolios. Most importantly, we will carefully monitor ongoing performance of your investments, making prudent modifications as needed, to react to market conditions and/or changing circumstances in your life.
Define our relationship
Gather information and set goals
Analyze your current financial status
Develop and communicate recommendations
Implement the recommendations
Monitor the recommendations
Our Service Commitment
We are dedicated to serving you as your personal advocate and fiduciary. Full transparency and open communication are the core elements to every client relationship. We take great pride in the fact that this level of service has allowed us to grow our business over time. This speaks to the importance we place on personally serving every relationship.