Strategic Partners

A great advantage of our independence is the freedom to work with resource partners and industry experts to provide technological and operational support for our clients. Here are some of the firms who help ShoreHaven Wealth Partners deliver a superior client experience.

As a member of the Dynasty Financial Partners network, ShoreHaven Wealth Partners and our clients enjoy the benefits of Dynasty’s fully customizable platform, including access to a complete array of investment research, consulting, and proprietary analytical tools. This enables us to offer you more efficient, cost-effective and comprehensive services. With end-to-end support from Dynasty’s team of proven investment and business managers, we focus on serving you objectively and with full transparency.

Fidelity is a family-managed, privately held company with more than 70 years of experience and has assets under administration of $8 trillion, including managed assets of over $3 trillion at Fidelity Clearing & Custody Solutions (as of December 31, 2019). All of your assets will be held at Fidelity.

Black Diamond® delivers a cloud-based portfolio management platform that allows us to assure our clients secure anytime, anywhere online access to their total wealth picture. So that we can focus on what we do best — fulfilling client objectives with outstanding service and total transparency — we use Black Diamond’s innovative aggregation, customizable reporting and rebalancing services combined with fully outsourced daily reconciliation and data management technology. Ours is one of the 650 advisory firms that have selected Black Diamond to help manage more than $300 billion in assets. Black Diamond is an independent business group of Advent Software, a technology provider to investment managers around the world.

eMoney Advisor, LLC (“eMoney”), based in Radnor, Pennsylvania, is the leading scalable wealth management technology developed for financial professionals, firms, and enterprises of all sizes. Rooted in collaborative financial planning, eMoney’s technology enables financial professionals to build stronger client relationships, streamline business operations, and drive revenue and growth. Developed by nearly 500 passionate, innovative, and dedicated employees in three locations, eMoney’s solutions transform the wealth management experience.

Envestnet Portfolio Management Consultants (“PMC”) provides comprehensive investment research through Dynasty Financial Partners that allows registered independent advisors access to thoughts on the markets and a high conviction list of quality asset managers. Additionally, PMC works with advisors and institutions to consult on asset allocation, portfolio construction, and manager selection. PMC has over 70 employees and is part of the broader Envestnet organization, which has more than $3T in assets across their platforms and oversees another $150B.