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Detailed Planning Is Our Core Capability

Everything Begins With a

Well-Designed Financial Strategy

At Shorebridge, we enjoy working with you to understand the big picture of your financial life, and then addressing the details that make the plan work – including identifying and resolving any gaps that may have previously been overlooked.

Our personalized approach to wealth management includes an unwavering dedication to serving your best interests with services tailored to your needs. As such, we follow the steps below to discover your objectives and help you pursue them.

Financial Strategy - Getting to Know You Pittsburgh, PA Shorebridge Wealth Management

Step 1:

Getting to Know You

The conversations we have with you related to your finances and goals are crucial cornerstones of our planning process. 

We take our time to gather all of the information needed to solidify this step and clarify how our relationship will unfold.

Financial Strategy - Building a Plan Pittsburgh, PA Shorebridge Wealth Management

Step 2:

Building a Plan

Once we have gathered the necessary data, we use it to create a blueprint that outlines a clear plan for building the future you’ve envisioned. We present this to you and provide any clarification needed.

Financial Strategy - Putting a plan in Motion Pittsburgh, PA Shorebridge Wealth Management

Step 3:

Putting the Plan in Motion

Upon determining a shared understanding of our relationship moving forward, we will execute the plan and create your investment portfolio. 

We are happy to work in tandem with your other professional advisors to achieve your financial goals.

Financial Strategy - Adapting each stage of life Pittsburgh, PA Shorebridge Wealth Management

Step 4:

Adapting to Each Stage of Life

As your trusted counsel, we will help you navigate the significant milestones of your life. When building and managing portfolios, we apply a disciplined and systematic approach with personalized services for each phase and stage.

Interested in Getting Started?