ShoreHaven Wealth Partners
Financial Services • 
Red Bank, New Jersey, United States • 1-10 Employees
Company overview
| Headquarters | 188 E Bergen Pl, Suite 202, Red Bank, New Jersey 07701, US |
| Phone number | +17324479301 |
| Website | |
| NAICS | 52 |
| Keywords | Investments, Investment Management, Wealth Management, Retirement Planning, Financial Planning, Investment Advisory Services, Bitcoin, Cryptocurrency, Registered Investment Advisor, Ethereum, Digital Assets |
| Founded | 2020 |
| Employees | 1-10 |
| Socials |
Key Contact at ShoreHaven Wealth Partners
Sheryl Iannuzzelli
Director Of Relationship Management, Chief Compliance Officer
ShoreHaven Wealth Partners Email Formats
ShoreHaven Wealth Partners uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@shorehavenwealth.com), used 50% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@shorehavenwealth.com | 50% |
{first initial} | j@shorehavenwealth.com | 33.3% |
{first name}{last name} | johndoe@shorehavenwealth.com | 16.7% |
About ShoreHaven Wealth Partners
ShoreHaven Wealth Partners is an independent wealth management firm working with a select group of affluent multigenerational families and high net worth individuals, to protect, grow and transition their assets. Many of our clients are family-owned businesses who face succession and transition challenges. ShoreHaven walks you through a step-by-step journey with clear communications and transparent actions, from identifying priorities and goals, to recommending and implementing solutions, to monitoring and rebalancing portfolios. We are especially experienced in assessing the impact of family dynamics on the strategies we recommend. Likewise, we are experienced in helping clients work through one-off events that impact their financial situation, from the death of a loved one to the settlement of a divorce to the sale of a business. With your input and approval, we will also construct and execute a discretionary investment strategy, using ShoreHaven’s own set of personalized portfolios. Very importantly, we will carefully monitor ongoing performance of your investments, making prudent modifications as needed, to react to market conditions and changing circumstances in your life. ShoreHaven will collaborate with your other trusted advisors, such as attorneys and accountants, to ensure your customized financial plan is developed holistically and executed accurately and efficiently. Disclosure - https://shorehavenwealth.com/disclosure/ Privacy Policy - https://shorehavenwealth.com/wp-content/uploads/2020/07/Privacy-Policy-Notice.pdf
ShoreHaven Wealth Partners revenue & valuation
| Annual revenue | $769,995 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,500,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
ShoreHaven Wealth Partners has 4 employees across 3 departments.
Departments
Number of employees
Funding Data
ShoreHaven Wealth Partners has never raised funding before.
ShoreHaven Wealth Partners Tech Stack
Discover the technologies and tools that power ShoreHaven Wealth Partners's digital infrastructure, from frameworks to analytics platforms.
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Miscellaneous
Security
Miscellaneous
JavaScript frameworks
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Reverse proxies
Miscellaneous
Canada
Korea, Republic of
United Kingdom
China
BrazilFrequently asked questions
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