top of page

The maritime world
is different.

1.

You may be out on a hitch for fourteen days, three months, or for some of our MSC clients during covid 14 months at a time. 

2.

While underway you may be on a tanker off the coast of Florida one day, then in the Panama Canal a few days later praying the crew change goes smoothly after.

The last thing our clients want to worry about when they go on vacation mode is finances, taxes, investments, insurance, and how to make all of those work together so they can eventually retire, save for a big purchase, or transition shoreside with confidence.

At Shoreside Wealth Management, our goal is to chart a course that lets you enjoy smooth sailing today while achieving your lifelong ambitions, even while you're underway.

Reach out to our team for an introductory discussion on investment and wealth management planning to start living your life and stop worrying about your finances.

Maritime
on the
Shoreside

bottom of page