Shorebridge Wealth Management, LLC Employee Directory

Investment ManagementPennsylvania, United States2-10 Employees

Shorebridge Wealth Management, LLC operates within the investment management industry, offering personalized financial strategies and investment portfolios tailored to individual goals. Based in Pittsburgh, Pennsylvania, the firm emphasizes a holistic planning approach that addresses all aspects of a client’s financial life, aiming to help clients navigate milestones, identify gaps, and manage unexpected challenges through careful, disciplined planning and attentive service.
The practice serves clients seeking a long-term partnership, with a focus on building meaningful relationships and durable support that aligns with personal life goals. While closely associated with Raymond James, Shorebridge Wealth Management positions itself as an independent advisory, delivering advisory services through existing channels and maintaining collaboration with affiliated entities. A recent growth note includes the addition of managing directors and financial advisors to support institutional advisory and consulting activity from its Pittsburgh office on Washington’s Landing.

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