Broker Check

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.

Learn more

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.

Learn more

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

<p>Lots of Variables with Fixed-Rate Mortgages</p>

Lots of Variables with Fixed-Rate Mortgages

When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Learn More
<p>4 Reasons for the Return of Market Volatility</p>

4 Reasons for the Return of Market Volatility

Why have the markets been so volatile recently?
Learn More
<p>Medicare vs. Medicaid</p>

Medicare vs. Medicaid

The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.
Learn More
<p>New Trends Redefine Travel</p>

New Trends Redefine Travel

The latest trends in travel reflect a rich menu of exciting new possibilities.
Learn More

Tell Us How We Can Help You Today

Thank you!
Oops!