Who We Are
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.
Logan J. Reed, CFP ®, CIMA®, CLU®, AIF®
Executive Vice President/ Financial Advisor
James English III
First Vice President / Satellite Branch Manager
Michael C. Allegra Jr. CRPC®
Matthew C. Fleming, CFP®
Senior Wealth Planning Associate
Private Client Associate
Private Client Associate
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.
Forbes Best-In-State 2023
Congratulations to Financial Advisor Logan Reed for being recognized by Forbes 2023 Best-in-State Wealth Advisor. This honor recognizes Logan's dedication, knowledge and outstanding client service which are values that are reflected in this distinction. A special thanks to our clients for the trust you have placed in us.
Financial Planning Top 40 Regional Brokers Under 40
Our team is honored to share that our Financial Advisor Logan Reed has been named a Financial Planning Top 40 Regional Brokers Under 40. A special thanks to you, our clients, for the trust and confidence you place in us each and every day.
We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.
Branford Counseling & Community Services
Shoreline Investment Partners of Janney Montgomery Scott proudly sponsored the Branford Counseling & Community Services 1st annual Fire vs. Police charity softball event. All proceeds went to Branford Counseling & Community Services. This organizations provides health and social services to children and adults.
Branford Community Foundation