Shore Wealth Management Employee Directory

Financial ServicesIllinois, United States2-10 Employees

At Shore Wealth Management, we have adopted the words "Your Goals are our Focus" as our motto.  They act as a constant reminder that the most important thing we do is help our clients and their families meet their financial goals.

Our mission is to use our disciplined financial planning process and asset management strategies to guide our clients and their family through each stage of life’s financial journey.  We believe that all of our decisions should be based on knowing exactly what our clients are trying to accomplish.  Our clients deserve prompt, competent, and courteous service.  Our clients deserve quality financial services and creative, intelligent solutions at a fair price.

For a list of states in which I am registered to do business, please visit www.shorewm.com 

Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. 

Securities offered through LPL Financial. Member SIPC  http://www.sipc.org/

Find Shore Wealth Management employees' phone numbers or email addresses

Shore Wealth Management Global Highlights

Location
Employees

North America
8

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  • United States Of America
    8

Shore Wealth Management's Leadership

  • Stylized image of a person
    J. S.
    Chief Executive Officer
    Phone icon

Shore Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Business
  • Accounting
  • Administrative
  • Other

Contact profiles from Shore Wealth Management

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. S.
    Chief Executive Officer
    Phone icon
    United StatesIowa
    May 05, 2024

Frequently Asked Questions

What is Shore Wealth Management known for?

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Shore Wealth Management was founded in 1996 operates in the Financial Services industry. The company's main headquarters is located in 3607 North Vermilion Street Suite 1 Danville, Illinois 61832 United States; you can contact the main corporate office by phone at . Explore Shore Wealth Management's company overview page for more information.

What is Shore Wealth Management's most common email format?

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Shore Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Shore Wealth Management email formats with LeadIQ.

How many employees does Shore Wealth Management have currently?

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Shore Wealth Management has approximately 6 employees as of March 2026. These team members are located across 1 continents, including North America.

Who are Shore Wealth Management's key employees and leadership?

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As of March 2026, Shore Wealth Management's key employees include:

  • Chief Executive Officer: J. S.

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