# State and Shore

- **Website:** <https://stateandshore.com>
- **Primary alias:** `stateandshore.com`

## Description

State & Shore Wealth Planning is a fiduciary financial planning practice serving individuals and families in Oregon and Washington, with offices in Lake Oswego and DuPont. The firm takes a comprehensive, wide-angle view of each client’s financial picture and emphasizes long-term relationships, clear guidance, and plans shaped around personal goals and life milestones. Its fiduciary commitment means recommendations are guided by a responsibility to act in clients’ best interests.

Services include financial planning and investment management, with support for retirement planning, estate planning, tax strategies, insurance, and life transitions. The firm also offers divorce-related financial planning, including collaborative, uncontested, and mediated divorce planning, as well as financial second opinions, IRA plan comparisons, Roth conversion guidance, and 401(k) rollovers. Life and long-term care insurance planning are among its insurance services.

State & Shore seeks to make complex financial concepts and investment choices easier to navigate, offering educational resources, tools, and consultations to help clients consider their options and plan for the future. It is also part of the SmartVestor Pro program.

## Industries

- 💰 Finance
- 💰 Financial Planning and Management _(under Finance)_

## Links

- [facebook](https://facebook.com/RJ.DustinMarlett)

## Logos & icons

- logo _(primary)_ — PNG — [download](https://cdn.brandfetch.io/id2dMb_tD-/w/1199/h/979/theme/light/logo.png?c=1bxid64Mup7aczewSAYMX&t=1793313190729)
- icon _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/id2dMb_tD-/w/1000/h/1000/theme/dark/icon.jpeg?c=1bxid64Mup7aczewSAYMX&t=1793313191059)

## Colors

| Name | Hex | Theme |
| --- | --- | --- |
| Curious Blue | #27aae1 | accent |
| Green Vogue | #032f60 | dark |
| Wild Sand | #f6f6f6 | light |

## Fonts

- Nanum Gothic — asset _(google)_
- Helvetica Neue — asset _(custom)_

---

_Source: <https://brandfetch.com/stateandshore.com>_
_See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._