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Shoreside
Specialized Wealth Planning for
Mariners, Retirees, and Business Owners
It’s all about a dialogue
A few words from our clients. See client stories for more.
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Marie Love
Business Owner
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Jude Love
Retiree
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Morgan Love
Maritime
As a business owner, I needed someone who understood the complexities of business finances and tax strategies, James delivers on all fronts.
Drake C.
The team here is excellent at what they do! They are helpful, responsive, and make sure they take care of you. My highest recommendation.
Cody K.
Shoreside takes a prudent, thoughtful approach to planning. Every decision is discussed collaboratively, and I always feel like we’re operating as a team rather than following a one-sided recommendation.
Sherri M.
Retirees
Maritime
Business Owners
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