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Shoreline Investment Partners, a Best-in-State Wealth Management Team, is entrusted to the stewardship of over $800,000,000 of our clients' assets.
Our mission is to provide comprehensive financial planning and wealth management for a select group of families and institutions. No two people are the same, so we employ a tailored service model to support clients and their families. In collaboration with clients' legal and tax advisors, we help clients obtain financial organization and plan for their near and long-term goals.
Awards
Forbes Best-In-State Wealth Advisors 2024
We are honored to see Logan named as 2024 Forbes list of Best-in-State Wealth Advisors list for the 2nd consecutive year. Thank you to all our clients. It is a pleasure to work alongside you.
Financial Planning's 2024: Top 40 Brokers Under 40
Logan Reed has been recognized as one of Financial Planning's 2024 Top 40 Brokers Under 40.
Forbes Best-In-State Wealth Management Team 2024
We are honored to share that our team has been named a Forbes 2024 Top Wealth Management Team. A special thanks to you, our clients, for the trust and confidence you place in us as your financial advisory team.
Our Team
We strive to build multi-generational relationships with our clients through all phases of life.Our holistic wealth management process begins by delivering a preliminary financial plan that is based upon your goals and objectives. Feedback from your financial plan has proven to be more meaningful than any risk tolerance questionnaire.Planning facilitates the formulation of your personal investment policy statement. By establishing acceptable ranges for each respective asset class and liquidity needs, we navigate the challenges of behavioral finance.A personalized review schedule is established for each relationship to provide best-in-class customer service. At least annually we update your financial plan to ensure that we remain focused on achieving what matters to you. Through continuously monitoring and adherence to your investment policy, our mission is stay disciplined throughout each market cycle.There are no bad questions. We take great pride in helping those that we work with better understand their wealth, markets, and all things financial related. Education and transparency are cornerstones of our practice. We are grateful for the opportunity to work with you.
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What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Supporting Your Business
When you join Janney, you position yourself to offer an extraordinary level of service, personal attention, and in-depth resources to your clients at every point of contact.
Wealth Management
Our goal is to support your practice with personalized assistance and access to qualified wealth management professionals, enabling you to provide the highest standard of service.
Business Retirement Plans
We are committed to working with your organization to deliver innovative, results-oriented strategies. Our step-by-step process has been developed to help you reach your goal of offering a well-designed plan, with high-level service, that helps your valued employees achieve financial security.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
April 11, 2024
Window of Opportunity: Leveraging the Estate and Gift Tax Exemption
Consider the planning strategies outlined in this article to take advantage of the current estate and gift tax exemption before its sunset at the end of 2025.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
April Investment Perspectives
In this issue we discuss opportunities in the Eurozone, understanding the sensitivity to volatility, and the record-breaking stock market performance.
Maximize Long-Term Care Benefits Using an Existing Annuity
Gain valuable tax benefits by replacing an unneeded annuity with a new one that offers long-term care coverage.
Tips for Leveraging 529 Education Savings Plans
You’re proud of the children in your life. And understandably, you may want to reward them with one of the best gifts you can give — supporting their education.
Office Information
Office hours:
7:30am-5:00pm
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.