


Shorebridge Wealth Management Email Formats
Investment Management • Pittsburgh, Pennsylvania, United States • 1-10 Employees
Shorebridge Wealth Management Email Formats
Shorebridge Wealth Management uses 1 email format. The most common is {last name} (e.g., doe@shorebridgewm.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{last name} | doe@shorebridgewm.com | 100% |
Key Contacts at Shorebridge Wealth Management
Win Smathers
Managing Director
Kyle Balliet
Managing Director & Financial Advisor
Joseph Lantz
Managing Director
Company overview
| Headquarters | 600 Waterfront Dr., Suite 125, Pittsburgh, PA 15222, US |
| Phone number | +1152224751 |
| Website | |
| NAICS | 5231 |
| SIC | 628 |
| Keywords | Financial Planning, Investment Portfolio Management, Insurance Risk Management, Education Funding Strategies, Erisa Plan Implementation And Employee Education, Work: 412-742-4850 Fax: 412-742-4851 |
| Founded | 2013 |
| Employees | 1-10 |
| Socials |
About Shorebridge Wealth Management
About our practice: Shorebridge Wealth Management is located on Washington’s Landing in Pittsburgh. We understand your personal goals are not only unique to you but essential to your financial future. As a result, your personal financial strategy and investment portfolios should be tailored specifically to you. At Shorebridge Wealth Management, our team of dedicated professionals will work with you to build a financial strategy that encompasses all aspects of your financial life. We will help you plan for every milestone, identify overlooked gaps and overcome life's unexpected challenges. Through our exceptional customer service and attention to detail along with our disciplined planning process, it is our goal to build meaningful relationships and lasting partnerships. Put simply, our goal is to help you live your best life. "Trust that spans a lifetime" is more than just our motto, it is our pledge to you. ***************** Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smicd.htm Shorebridge Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc., member FINRA/SIPC. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Shorebridge Wealth Management has 6 employees across 2 departments.
Departments
Number of employees
Funding Data
Shorebridge Wealth Management has never raised funding before.
Shorebridge Wealth Management Tech Stack
Discover the technologies and tools that power Shorebridge Wealth Management's digital infrastructure, from frameworks to analytics platforms.
CDN
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Miscellaneous
Livestreaming
CMS
Frequently asked questions
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