A complete list of active advisors currently associated with Longshore Wealth Management LLC

Warmer can help you find a great advisor at Longshore Wealth Management LLC or one who fits your needs even better.

Longshore Wealth Management is a newly formed registered investment adviser that offers discretionary wealth management and financial planning to individuals, high‑net‑worth clients, trusts, and estates. Its services include portfolio construction and ongoing supervision using exchange‑traded funds, mutual funds, and individual stocks and bonds, together with ad hoc financial planning and referrals to other professionals. The firm applies both fundamental and technical analysis to build primarily long‑term portfolios while retaining the ability to rebalance or trade shorter term to meet client needs or market conditions. Fees are assessed as a percentage of assets under management, and the firm generally manages accounts on a discretionary basis through its selected custodian platform. Distinctive aspects in its initial filing include reporting no assets under management or active clients to date and an explicit statement that it does not operate proprietary funds or wrap programs. The adviser has an institutional relationship with its custodian that provides software and other economic benefits, limits execution to that platform, permits supervised persons to trade in the same securities as clients under written policies, and notes the founder also conducts a separate, limited consulting activity.

To learn more about the advisors currently working at Longshore Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.