Home page hero banner
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.
Forbes Next-Gen Wealth Advisor Best-In-State 2023
Shoreline Investment Partners is very proud to announce that Forbes Magazine has named Logan as a Best-in-State Next-Gen Wealth Advisor four times for the years 2018, 2019, 2022, & 2023. This acknowledgement is a reflection of Logan's commitment to helping his trusted relationship work towards their specific goals.
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.
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.
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.
Stay up-to-date and in-the know about every aspect of your financial picture.
February 01, 2024
Tax Information & Forms
Be sure to check out our 2023 Client Tax Resources for updated mailing schedules, resources, and tax forms as you prepare for upcoming tax deadlines.
January 03, 2024
Outlook 2024 offers the Janney Investment Strategy Group’s baseline forecasts for the economy and equity and fixed income markets in the coming year.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
February Investment Perspectives
In this month’s Investment Perspectives, the Investment Strategy Group discusses how the pursuit of a soft landing continues in the new year and anticipates volatile but trending bond markets. Plus, strong market performance in December points to potential positive results for 2024.
Tax Mailing Schedule
Knowing when you’ll be able to access information you need to prepare your taxes makes the process easier.
Estate Planning for Procrastinators
Sometimes a serious illness or health scare prompts people to take a hard look at their estate planning. Frequently, this is when the desire to minimize the impact of estate/inheritance taxes becomes a priority.