Shorehaven Wealth Partners, LLC

Michael Lombardi is a CFP® professional with 19 years of industry experience. He is currently with ShoreHaven Wealth Partners, LLC, where he has worked since 2020. His prior experience includes roles at Purshe Kaplan Sterling Investments and Morgan Stanley. Lombardi is also an independent licensed insurance agent in New Jersey specializing in accident, health, life, and variable insurance products. ShoreHaven Wealth Partners advises a diverse client base including high-net-worth individuals, trusts, estates, and business entities. The firm employs a goals-based planning framework and utilizes model portfolios with ETFs, mutual funds, independent managers, and alternative investments, while coordinating with outside legal and tax professionals.

Lawrence Durso is a financial advisor at ShoreHaven Wealth Partners, LLC with 47 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley and Purshe Kaplan Sterling Investments. In addition to his advisory role, he is an independent licensed insurance agent in New Jersey. ShoreHaven Wealth Partners serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans, providing financial planning, investment management, and wealth management services. The firm employs a goals-based “PORT” planning framework and utilizes model portfolios including ETFs, mutual funds, Independent Managers, and alternative investments, with ongoing portfolio monitoring and research support from BlackRock.

Michael Durso is a CFA® charterholder with 18 years of industry experience. He is a financial advisor at Shorehaven Wealth Partners, LLC, where he has worked since 2020. Prior to joining Shorehaven, he held roles at Purshe Kaplan Sterling Investments and Morgan Stanley. He serves as a board member of Opto Investments Inc., a private funds and administration provider. Shorehaven Wealth Partners advises individuals, trusts, estates, charitable organizations, corporations, retirement plans, and other business entities. The firm uses a goals-based PORT planning framework and implements model portfolios mainly composed of ETFs, mutual funds, independent managers, and alternative investments, while providing ongoing portfolio monitoring and reporting.

Nikhil Agharkar is a financial advisor at ShoreHaven Wealth Partners, LLC with two years of industry experience. He holds a Series 65 credential and has worked at several firms including NSA Legacy Legal, where he continues to serve as owner and managing member of a law practice focusing on estate planning, business documents, and strategic tax advice. ShoreHaven Wealth Partners advises individuals, trusts, estates, charitable organizations, and business entities, offering financial planning, investment management, and customized retirement plan consulting. The firm employs a goals-based “PORT” planning framework and utilizes model portfolios primarily composed of ETFs, mutual funds, independent managers, and alternative investments.