Shore Wealth Management

Who We Are

Shore Wealth Management is a wealth management firm based in Danville, Illinois, serving individuals and families in various states. We believe in personalized financial planning that aligns with your unique goals and aspirations.

Our Mission

Our mission is to empower our clients by providing comprehensive financial guidance and customized solutions to navigate life's financial journey. We achieve this by:

• Understanding your needs: We take the time to listen actively and understand your individual goals, risk tolerance, and financial situation.
• Building a personalized plan: We collaborate with you to create a customized financial plan that addresses your specific needs and aspirations.
• Monitoring and adjusting: We regularly review your plan and make necessary adjustments as your life and financial situation evolve.

Our Services

We offer a comprehensive range of financial services, including:

**Financial Planning

• Development of a personalized plan to define your financial goals and objectives
• Review and optimization of your existing investments and assets
• Implementation of a comprehensive estate plan

Investment Management

• Active portfolio management aligned with your risk tolerance and goals
• Regular performance review and necessary adjustments

Retirement Planning

• Building and optimizing your retirement accounts for a comfortable future
• Guidance on maximizing employer-sponsored plans like 401(k)s

Tax & Estate Planning

• Tax optimization strategies for investments and assets
• Creation of a comprehensive estate plan, including wills, trusts, and power of attorney

Additional Services

• Financial organization and budgeting
• Insurance review and recommendations
• Assistance with wealth preservation and risk management

Why Choose Shore Wealth Management?

• Personalized and personalized approach to financial planning
• Experienced and certified financial professionals
• Collaborative and transparent communication
• Commitment to ongoing client relationships
• Access to advanced financial planning and investment technology