ShoreHaven 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.