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Shoreline Wealth & Investment Management

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Shoreline Wealth & Investment Management

Overview:

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.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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