Shoreline Wealth & Investment Management

Shoreline Wealth & Investment Management works with you to design an integrated plan that gives you complete control over your financial picture. We meet with you to develop objectives for the short and long term working with a team of experts in professional services: Income Tax Planning & Compliance, Investment Advisory, Estate & Trust, Risk Management & Insurance, Philanthropy, and Expense Management & Financial Reporting. And, if you have a need or preference to continue relationships with your existing advisors, these advisors are welcomed as part of the team to develop a plan that best meets your wealth needs. Check the background of this investment professional on FINRA's BrokerCheck. Shoreline Wealth & Investment Management helps you: Implement wealth accumulation and protection strategies Transfer wealth to family with lower tax liability Adapt to changing market conditions Proactively address complex tax issues Consolidate your overall financial picture Meet your charitable objectives You can choose any or all of the services offered by Shoreline Wealth & Investment Management. You will also have online access to much of the information and all of the advisors involved in the plan's design and implementation. In the end, Shoreline Wealth & Investment Management allows you to gain control of your wealth--saving you time and leaving you free to focus on those activities most important to you.

Address: 3905 State Street Suite 7173, Santa Barbara, CA, 93105 USA

Phone: +1 800 329 4820
FAX: +1 805 456 3806