Prospeo
Hero Section BackgroundHero Section Background
Shorebridge Wealth Management

Shorebridge Wealth Management Email Formats

Investment ManagementFlag of USPittsburgh, Pennsylvania, United States1-10 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.

FormatExamplePercentage
{last name}
doe@shorebridgewm.com
100%

Key Contacts at Shorebridge Wealth Management

Flag of US

Win Smathers

Managing Director

Flag of US

Kyle Balliet

Managing Director & Financial Advisor

Flag of US

Joseph Lantz

Managing Director

Company overview

Headquarters600 Waterfront Dr., Suite 125, Pittsburgh, PA 15222, US
Phone number+1152224751
Website
NAICS5231
SIC628
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
Founded2013
Employees1-10
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

C-Suite
Entry

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.

Amazon S3

Amazon S3

CDN

Lodash

Lodash

JavaScript libraries

Amazon Web Services

Amazon Web Services

PaaS

Dynatrace RUM

Dynatrace RUM

RUM

reCAPTCHA

reCAPTCHA

Security

jQuery

jQuery

JavaScript libraries

Google Tag Manager

Google Tag Manager

Tag managers

Select2

Select2

JavaScript libraries

HSTS

HSTS

Security

Open Graph

Open Graph

Miscellaneous

Kaltura

Kaltura

Livestreaming

Sitecore

Sitecore

CMS

Frequently asked questions

Shorebridge Wealth Management is located in Pittsburgh, Pennsylvania, US.
You can reach Shorebridge Wealth Management at +1152224751.
Shorebridge Wealth Management was founded in 2013, making it 13 years old. The company has established itself as a significant player in its industry over this time.
Shorebridge Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

Build leads list with verified emails & mobiles