Shore Wealth Management

General information

At Shore Wealth Management, we have adopted the words Your Goals are our Focus as our motto. They act as a constant reminder that the most important thing we do is help our clients and their families meet their financial goals.

Our mission is to use our disciplined financial planning process and asset management strategies to guide our clients and their family through each stage of life’s financial journey. We believe that all of our decisions should be based on knowing exactly what our clients are trying to accomplish. Our clients deserve prompt, competent, and courteous service. Our clients deserve quality financial services and creative, intelligent solutions at a fair price.

Shore Wealth Management is based in Danville, Illinois and work with affluent investors across the country. We are affiliated with Cetera Advisor Networks, one of the premier broker-dealers in the industry. We use Pershing LLC as the custodian for our client’s assets. Pershing is a subsidiary of the Bank of New York Mellon Corporation, which is the nation’s oldest continuously operating bank and one of the world’s leading providers of securities services.