Shore Wealth Management is a financial services firm based in Danville, Illinois, focused on helping clients pursue their financial goals and plan for life’s changing needs. The firm offers financial planning to help clients understand their current position and chart a path forward. Its services also include investment portfolio management aligned with each client’s financial plan and stated goals, as well as retirement strategies for preparing to transition into retirement.

Shore Wealth Management provides tax and estate planning support, helping clients consider the tax implications of their investments, and financial organization to clarify where they are and where they want to go. The firm also advises clients on 401(k) plans, with a focus on making the most of benefits available through their employers. Located on North Vermilion Street in Danville, Shore Wealth Management invites prospective clients to discuss their needs and take the first step toward a financial plan.

Securities and advisory services are offered through LPL Financial, and the firm’s website provides educational articles, videos, and calculators