The Shoreline Group at Morgan Stanley

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The Shoreline Group


“Deliver exceptional, “best in class” service, helping handle all aspects of our client’s financial lives, so they can have the time to enjoy the things that matter most to them.”

Our Story and Services

About Us

The Shoreline Group is focused on delivering an exceptional wealth management experience to our clients.

We typically start with a Financial Plan that provides our clients with a roadmap for this (financial) journey we call "life", focusing on key strategies that can potentially lead to successful outcomes in the areas of investment management, estate planning, insurance strategies, liability management and charitable giving.

We are active risk managers, navigating through turbulent markets with the use of strategic and tactical allocations to help provide downside protection investment vehicles.

We believe we do our best work when we are in the coveted position as our client's "Chief Financial Officer", providing them with the analysis, input and perspective that attempts to use their time wisely and helps allow them to make great financial decisions.

We differentiate ourselves with a highly developed process and personalized service that ultimately becomes an extension of our clients' families.

Asset allocation does not guarantee a profit or protect against a loss in a declining financial market.

Services Include

  • Professional Portfolio Management
  • Wealth Management
  • Alternative Investments
  • Asset Management
  • Financial Planning

Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Working With You

Working With You

Embedded in our Mission Statement is our commitment to "...deliver "best in class" service..." to our clients.

We have developed internal processes that ensure we can and do provide true "white glove" service to our clients.  We put our clients and their interests first and foremost - and we listen to what our clients say and need.  We strive to deliver first-class business in a first-class way.

Trust and integrity are the bedrock foundations upon which all of our client relationships are built.  Transparency and attention to detail are hallmarks of our practice.  We lead with exceptional ideas and we are always vigilant about what we can do better.  We value and reward honesty, collegiality and character.

We have the experience and deep knowledge of our platform to deliver all of its strengths to our clients. 

Our culture and history are rooted in serving our clients.  All of this is built into our DNA. 

Meet The Shoreline Group


Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

  • 401(k) Rollovers
  • IRA Plans
  • Retirement income strategies
  • Annuities

Business Planning

Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

  • Succession Planning
  • Business Planning
  • Retirement Plan Sponsors
  • Corporate Pension Funds

Ready to start a conversation? Contact The Shoreline Group today.

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