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William Goldenberg

Advisor at Shoreline Capital Corporation

Updated today
Shoreline Capital Corporation logo

Firm

Shoreline Capital Corporation

Location

Boothbay Harbor, ME 04538

Credentials

Series 63, Series 65

Industry experience

24 years

Client services

Portfolio management

Fee options

Percentage

Annual Fee of 1.50%, negotiable for clients with assets over $10 million

Other

Account minimum: $100,000

Work history

Shoreline Capital

2001 - Present (25 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Michael B

Series 66

South Bristol, ME

Merrill

Michael Bono is a Private Wealth Advisor with Merrill Private Wealth Management. He leads the Bono & Kline Group, offering a comprehensive approach that integrates asset allocation, trust and estate planning, charitable giving, and customized credit solutions through Bank of America, N.A. He works closely with entrepreneurs and business owners, particularly in pre-transaction strategies that emphasize time-sensitive and tax-sensitive analysis. He collaborates with clients’ accountants, attorneys, and investment bankers to support cohesive financial strategies. Michael began his career in 1988 in the technology sector, focusing on supercomputer design, hardware and software consulting, and big data analysis. In 2001, he transitioned to Sanford C. Bernstein, now AllianceBernstein, where he served as a Private Wealth Advisor. He subsequently spent over six years with Barclays Wealth Management before joining Merrill Private Wealth Management in 2015 with his team. He holds a Bachelor of Science degree in Electrical Engineering from The Pennsylvania State University and is a Personal Investment Advisor (PIA). Michael resides in Virginia and Maine with his wife and two children. Outside of work, he enjoys playing the drums, fishing, and exploring new technology.

Wealth management Business ownership considerations Business exit / sale strategy General estate planning guidance Charitable giving & philanthropy Founder/Business Owner Established Professionals Parents

Jeffrey L

Series 63, Series 66

Bath, ME

Edward Jones

Business ownership considerations Business exit / sale strategy Business succession planning Retirement income strategy General estate planning guidance

Jeffrey R

Series 63, Series 65

New Harbor, ME

Merrill

Jeffrey Renelt is a Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management, leading the Renelt-Richard Group. With a career at Merrill beginning in 1987 and over 30 years of experience, he manages a team focused on providing wealth management and planning services. His practice emphasizes the comprehensive financial needs of multigenerational families, professionals, entrepreneurs, and professional athletes. Jeffrey holds several professional designations, including Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Benefits Consultant (RBC), and Sports & Entertainment (SE). He earned a Bachelor's degree from the University of Rochester. His community involvement includes serving as Director and President of the Pemaquid Trail Association and volunteering as a hockey coach for the Rochester Junior Amerks. In his approach, Jeffrey works one-on-one with clients to develop personalized financial strategies aligned with their long-term goals. Outside of his professional role, his personal interests include ice hockey, music, photography, and spending time with his family.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Professional Athlete Intergenerational Families Established Professionals
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Melissa H

CFP®

Boothbay Harbor, ME

Black Harbor Financial

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William W

CFP®, Series 63

Bristol, ME

August Wealth Group, Inc.

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Brandon C

Series 66

Phippsburg, ME

Rossby Financial, LLC

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