Why Westshore Wealth?
Your financial journey has taken you far. We’re here to help guide you through what’s next.

You’re looking for a long-term partner to entrust with your entire financial world. It’s a relationship that requires your full faith and confidence. Westshore Wealth earns the trust of our clients by charting a course toward lifelong financial independence, freedom of lifestyle, generational wealth transfer, and philanthropic impact. In an ocean of uncertainty, your wealth requires solutions that are tailored to each financial goal and strategies that respond to every life-change.

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We Focus On:
A beacon of stability in unforgiving waters.
Kick up your feet. We’ve already done the legwork.
Wealth Transfer
Tides rise and fall. Your legacy continues.
Cast your lifeline for the
greater good.
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 Team
Westshore 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:


We help organize your entire financial picture, including cash flow, taxes, risk management, investments, and more.


We listen to your needs and advocate on your behalf, offering the best strategies and solutions possible in every situation.


We help you formulate the best possible plan for your finances, and act as your accountability partner to ensure you stay on track.