Who We Are

That big list of dreams and goals isn't the only way to look at your bucket list.

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Our Process

More than an advisor, we seek to be your partner, coach, and friend.

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Our Services

Learn about our services.

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Where Do You Want Your Future Financial Roadmap to Take You?

Bringing Your Entire Picture Together: One Piece at a Time

Life is full of milestones. Starting your career, getting married, growing your family, starting a business, and retiring are just some of the amazing things we experience. We seek to simplify complex financial terms and investment options, offer honest advice, and help you navigate life.

At State and Shore Wealth Planning, we approach your financial picture from a wide-angle lens and build long-term, trusted relationships, while working to pursue your goals. To us, you’re not just a number or one portfolio of many. You're our priority, and we have built our practice around helping you succeed. Contact us today to get started.

Our Services

Focused on You

Rather than focusing on product sales or commission-based portfolios, we focus on your goals and aspirations. Our services span from investment management to financial planning, but one thing stays the same: we are focused on you.

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"A big part of financial freedom is having your heart and mind free from worry about the what-ifs of life."

- Suze Orman

"A good financial plan is a road map that shows us exactly how the choices we make today will affect our future."

- Alexa Von Tobeln

Designed for You

A New Approach to Planning

Planning for only one life event would be like having only one puzzle piece and expecting the entire picture to come together. We utilize a comprehensive approach to help you design your masterpiece.

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"A good financial plan is a road map that shows us exactly how the choices we make today will affect our future."

- Alexa Von Tobeln

"A big part of financial freedom is having your heart and mind free from worry about the what-ifs of life."

- Suze Orman

Take control and learn about where your money can go today

Take that first step to personal investing with our library of resources

Retirement

Estate

Lifestyle

Insurance

Helpful Content

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

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Data Thieves from Outer Space

Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.

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When Markets React

When markets shift, experienced investors stick to their strategy.

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Protecting Your Home Against Flood Loss

Protect yourself against the damage that your homeowners policy doesn’t cover.

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Tell Us How We Can Help You Today

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