Parkshore Wealth Management
"You have the dreams. We have the tools." That’s more than a tagline—it’s why we do what we do.
At Parkshore, we sit down with clients to understand what they want from life—whether it’s caring for family, giving back to their community, traveling in retirement, or simply finding financial clarity. We see money as a tool to support those goals. And we’re here to help you use it well.
With offices in California (Granite Bay and Folsom) and Utah (Lehi and Logan), we serve people at all stages of life—through both one-time planning and ongoing relationships. Our team includes CERTIFIED FINANCIAL PLANNER® professionals and an Enrolled Agent, enabling us to deliver financial planning that integrates strategy, tax insight, and disciplined investment management.
Our services include:
- Personal, fee-only financial planning
- Tax planning and preparation
- Cash flow and budgeting guidance
- Retirement, tax, and estate planning strategies
- Portfolio design and asset allocation
- Investment oversight and rebalancing
- Retirement plan rollover support
- Stock option and equity compensation advice
- Second opinions on financial plans or portfolios
- Financial wellness resources and education
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identifying a potential advisor for their review and consideration. The appearance of an
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no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
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