Westshore advises and assists our clients in every aspect of their financial wellbeing, with a goal of creating a multi-generational relationship founded in trust. We are a fiduciary to all of our clients, meaning we are legally and ethically required to put our clients’ best interest before our own. We provide a robust offering of investment management and financial planning services that are tailored to support our clients’ complex and ever-changing needs.
Westshore Wealth was established in 2016 with a focus on honesty, transparency, and an objective to provide best-in-class, personalized financial solutions for each of our clients. Since then, we’ve taken pride in creating collaborative, dynamic financial plans for the families we support. Our approach is tailored, independent, and includes customized investment solutions that will assist you along your journey to financial success and independence.
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Our team of talented financial service professionals have come together from diverse backgrounds with unique, specialized skill sets that benefit our clients each and every day.
Get to Know WestshoreWe are fortunate to be able to work with a wide range of intelligent, interesting, high-achieving individuals. Our clients include high net worth families, entrepreneurs, highly-compensated executives, and sports, media & entertainment professionals.
We believe in giving back by supporting causes that make a positive impact in the communities where we live and work. In addition to philanthropic giving, our remarkable people make an impact in many ways, including volunteering time, serving as Board members, and assisting with financial and strategic planning initiatives for a variety of charitable organizations.
We give each of our clients the individual attention you deserve. The same goes for prospective clients. If you have a question about our services, or would like to speak to us about getting started on your long term wealth management plan, leave us a note here, and someone on the team will contact you directly.
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