News & Insights

Anyone who has amassed assets or savings during their lifetime has an estate. While discussing the inevitable passing of a loved one can be a very sensitive and uncomfortable conversation, it is critically important to plan for how and when you want your hard-earned assets distributed. In order to make sure this happens; we recommend […]

Our Founding Partner and CEO/CIO, Michael Durso, CFA®, was recently featured in Forbes and discussed how people who work in finance can benefit from hiring an advisor.

Our Founding Partner and CEO/CIO, Michael Durso, CFA®, was recently featured in Forbes about ways advisors can go above and beyond for clients.

Our Founding Partner and CEO/CIO, Michael Durso, CFA®, was recently featured in Financial Advisor IQ regarding finding top talent.

Our Founding Partner and CEO/CIO, Michael Durso, CFA®, was recently featured in Financial Advisor IQ regarding the rising number of RIA clients.

ShoreHaven’s Founding Partner and CEO, Mike Durso, provides insight on the changes happening across the finance industry regarding financial advisors, as well as a new way to approach the ownership of client relationships.

Our CIO and Founding Partner, Michael Durso, CFA®, was recently interviewed by Bloomberg and weighs in on ways to invest your money in 2022.

Our Founding Partner and CIO, Mike Durso, spoke with Financial Advisor IQ to discuss the process of choosing the ShoreHaven Wealth Partners name before launching into independence, and the importance and impact behind choosing a new name for your RIA firm.