Parkshore Wealth Management
"You have the dreams. We have the tools." That isn't just our tagline. It's our reason for being. Every day, we sit down with people just like you to understand what they want from life. Some want to take care of their family; others want to pursue their passions. Some are seeking a retirement abroad; others want to start a new chapter serving their community.
Whatever it is you want to do, we see your money as the tool to help get you there. Our family-owned wealth management firm can provide a financial blueprint designed to simplify your financial life and help you reach your goals. We are an independent, fee-only Registered Investment Advisory firm with four decades of experience helping clients achieve their goals for life. Based in Roseville, California, we work with families and individuals throughout the greater Sacramento Area to help them build the future they envision.
What future do you envision? Our team of CERTIFIED FINANCIAL PLANNER(tm) professionals will sit at the table with you to help draft a financial blueprint for the life you seek. We work with people at any stage of life because we want people at all stages to achieve their goals. Whether you need one-time advice or an ongoing relationship, we want to help.
Our services include:
* Personal, fee-only financial planning
* Tax planning and preparation
* Cash flow planning and management
* Retirement, tax, and estate planning strategies
* Asset allocation model construction
* Disciplined portfolio management
* Retirement plan rollover guidance
* Advice about stock options
* Second opinions on current investment portfolios or financial plans
* Resources on many other financial subjects to promote financial wellness