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Gathering insights about Shorebridge Wealth Management, LLC

Shorebridge Wealth Management, LLC Tech Stack

Shorebridge Wealth Management, LLC uses 8 technology products and services including Calendly, Sitecore, Kit, and more. Explore Shorebridge Wealth Management, LLC's tech stack below.

  • Calendly
    Appointment Scheduling
  • Sitecore
    Content Management System
  • Kit
    Marketing Automation
  • Windows Server
    Operating Systems
  • Sqreen
    Security
  • Google Tag Manager
    Tag Management
  • X-Content-Type-Options
    Web & Portal Technology
  • Adobe Fonts
    Web Fonts

Shorebridge Wealth Management, LLC's Email Address Formats

Shorebridge Wealth Management, LLC uses at least 1 format(s):
Shorebridge Wealth Management, LLC Email FormatsExamplePercentage
Last@shorebridgewm.comDoe@shorebridgewm.com
75%
FLast@shorebridgewm.comJDoe@shorebridgewm.com
13%
FirstLast@shorebridgewm.comJohnDoe@shorebridgewm.com
6%
First@shorebridgewm.comJohn@shorebridgewm.com
6%

Frequently Asked Questions

Where is Shorebridge Wealth Management, LLC's headquarters located?

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Shorebridge Wealth Management, LLC's main headquarters is located at 600 Waterfront Drive, Suite 125. The company has employees across 1 continents, including North America.

What is Shorebridge Wealth Management, LLC's phone number?

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You can contact Shorebridge Wealth Management, LLC's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Shorebridge Wealth Management, LLC's official website and social media links?

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Shorebridge Wealth Management, LLC's official website is shorebridgewm.com and has social profiles on LinkedIn.

What is Shorebridge Wealth Management, LLC's NAICS code?

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Shorebridge Wealth Management, LLC's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Shorebridge Wealth Management, LLC have currently?

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As of December 2025, Shorebridge Wealth Management, LLC has approximately 11 employees across 1 continents, including North America. Key team members include Managing Director: J. M.Managing Director & Financial Advisor: K. B.Managing Director: J. L.. Explore Shorebridge Wealth Management, LLC's employee directory with LeadIQ.

What industry does Shorebridge Wealth Management, LLC belong to?

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Shorebridge Wealth Management, LLC operates in the Investment Management industry.

What technology does Shorebridge Wealth Management, LLC use?

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Shorebridge Wealth Management, LLC's tech stack includes CalendlySitecoreKitWindows ServerSqreenGoogle Tag ManagerX-Content-Type-OptionsAdobe Fonts.

What is Shorebridge Wealth Management, LLC's email format?

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Shorebridge Wealth Management, LLC's email format typically follows the pattern of Last@shorebridgewm.com. Find more Shorebridge Wealth Management, LLC email formats with LeadIQ.

When was Shorebridge Wealth Management, LLC founded?

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Shorebridge Wealth Management, LLC was founded in 2013.

Shorebridge Wealth Management, LLC

Investment ManagementPennsylvania, United States11-50 Employees

About our practice: 

Shorebridge Wealth Management is located on Washington’s Landing in Pittsburgh. 

We understand your personal goals are not only unique to you but essential to your financial future. As a result, your personal financial strategy and investment portfolios should be tailored specifically to you.

At Shorebridge Wealth Management, our team of dedicated professionals will work with you to build a financial strategy that encompasses all aspects of your financial life. We will help you plan for every milestone, identify overlooked gaps and overcome life's unexpected challenges.

Through our exceptional customer service and attention to detail along with our disciplined planning process, it is our goal to build meaningful relationships and lasting partnerships.

Put simply, our goal is to help you live your best life. "Trust that spans a lifetime" is more than just our motto, it is our pledge to you.

                                                             ***************** 
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Please follow this link to additional disclosures:  http://raymondjames.com/smicd.htm

Shorebridge Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc., member FINRA/SIPC.  Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC.  Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

Section iconCompany Overview

Headquarters
600 Waterfront Drive, Suite 125
Phone number
NAICS Code
5239 - Other Financial Investment Activities
Founded
2013
Employees
11-50

Section iconFunding & Financials

  • $25M$50M

    Shorebridge Wealth Management, LLC's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    Shorebridge Wealth Management, LLC's revenue is estimated to be in the range of $25M$50M

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