Who We Are
Nothing is more important to your choice of a wealth management partner than the people you’ll be entrusting.
It’s our advice you’ll count on. It’s our experience and character that will help you take comfort in knowing that your financial planning needs are in good hands. Our team includes 8 highly credentialed employees that provide customized, tailored solutions to the individuals and families we support. We feature employees with Certified Financial Planner (CFP®), Chartered Financial Analyst (CFA), and Masters of Business Administration (MBA) designations. Before you consider welcoming our talented crew aboard, we’d like to introduce ourselves and tell you a little about what makes the team at Westshore such a special group.
Meet Our TeamWestshore Helps You Thrive
You have a busy life, full of complex and seemingly endless demands on your time and focus. Westshore’s job is to make your financial world less stressful through three guiding principles:
Organization
We help organize your entire financial picture, including cash flow, taxes, risk management, investments, and more.
Advocacy
We listen to your needs and advocate on your behalf, offering the best strategies and solutions possible in every situation.
Execution
We help you formulate the best possible plan for your finances, and act as your accountability partner to ensure you stay on track.