Reviews for Parkshore Wealth Management

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Parkshore Wealth Management is an independent, fee-only Registered Investment Advisor that takes a personal approach to helping people build a firm financial foundation for their lives. Established in Granite Bay, California, the family-owned firm partners with financially responsible individuals and families who are eager to use their money to construct the future they desire. With a team of experienced professionals, including Harold, Daniel, John-Thomas, Trevor, and Jodi, Parkshore Wealth Management provides responsive and trustworthy services for tax preparation and investment management. Clients have been extremely pleased with the guidance and support they have received from the Parkshore team, particularly as they prepare for retirement.

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Parkshore Wealth Management is an independent, fee-only Registered Investment Advisor. We help you build a firm financial foundation for your life, using tools and techniques that will help you construct the future you want. With an office in Granite Bay, California, we’re a family-owned firm that takes a personal approach to working with people like you. Our goal is to partner with financially responsible individuals and families who are eager to take positive steps that will allow them to use their money to build the life they desire.