Shorepine Wealth Management, LLC

Overview

Shorepine Wealth Management, LLC operates as an independent registered investment adviser serving individuals and families with a mix of financial planning and portfolio management services. The firm’s investment activity centers on pooled public funds—chiefly mutual funds—and it identifies as an active ESG investor, which influences manager selection and fund screening across equity and fixed-income sleeves. Shorepine also engages in sponsored pooled investment vehicles, suggesting it can act as a general partner or managing member when structuring alternative or private offerings for clients. Service lines include comprehensive financial planning, portfolio management for individual and small-business clients, and portfolio management for businesses or institutions. Fee arrangements are flexible: percentage of AUM, hourly fees and fixed fees are all used depending on client needs. Educational seminars and workshops are also part of the firm’s client engagement and prospecting approach.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices