Customized Financial Planning  

Creating a financial plan demands a thorough understanding of the many factors that influence a client’s entire financial picture. At Shorebreak Capital, we leverage our resources and experience to provide financial planning solutions that encompass every facet of the client’s financial life and aspirations.

Shorebreak Capital is dedicated in providing a variety of financial planning solutions customized for each and every client, including:

  • Building a Wealth Planning Road Map
  • Investment, Portfolio & Risk Analysis
  • Cash Flow Analysis
  • Portfolio Management
  • Asset Allocation
  • Retirement & Tax Planning
  • Wealth Accumulation Analysis and Planning
  • Estate Planning and Charitable Giving

Making fully informed decisions with the latest insight and strategies can give you unparalleled control across all aspects of your life and financial plan. We can help you address an array of financial planning questions to best align your plan and investments to achieve your and your family’s goals and objectives:

  • Is our lifestyle secure for the future?
  • What is a sustainable spending rate given our assets?
  • Are there strategies I should be considering to transfer wealth more effectively and tax efficiently?
  • Are we making the best choices in funding our grandchildren’s college education?
  • What would a market downturn mean for our cash flow?

Fiduciary Standard

As a registered investment adviser, we owe a fiduciary standard of care to our clients, meaning it is our job and legal mandate to act in the sole benefit of our clients. We do not accept commissions or share revenue of any kind with the investment managers we recommend.

Our fee-only compensation model provides you with peace of mind that you are being served, not sold to, and provides us with the highest level of personal integrity in our work.