Wealth Solutions

Goals-based financial planning is the core service we provide to our clients, which allows you to see the actual path towards achieving your wealth management objectives.

ShoreHaven Wealth Partners walks you through a step-by-step journey with clear communications and transparent actions, from identifying priorities and goals, to recommending and implementing solutions, to monitoring and rebalancing portfolios.

Our collective industry experience informs our ability to assess the impact of family dynamics on the strategies we recommend. Likewise, we are experienced in helping clients work through one-off events that impact their financial situation, from the death of a loved one to the settlement from a divorce to the sale of a business.

With your input and approval, we will also construct and execute a discretionary investment strategy, using ShoreHaven’s own set of personalized portfolios. Very importantly, we will carefully monitor ongoing performance of your investments, making prudent modifications as needed, to react to market conditions and changing circumstances in your life.

ShoreHaven will collaborate with your other trusted advisors, such as attorneys and accountants, to ensure your customized financial plan is developed holistically and executed accurately and efficiently.

For Your Business

For You and Your Family

  • Fee-Based Financial Planning
  • Investment Management Solutions
  • Insurance Auditing (Life, Disability, Long-term Care)
  • Education Planning
  • Budgeting and Cash Flow Analysis
  • Retirement Income
  • Generational Transfer Planning
  • Charitable Giving Strategies
For Your Business

For Your Business

  • Financial Statement Review
  • Risk Mitigation Strategies
  • Executive Benefits
  • Succession Planning
  • Cash Flow Optimization
  • Tax Mitigation Services
  • Pre-Liquidity Planning
  • Retirement & Pension Plans
  • Business Services Planning