ShoreHaven Wealth Partners

Financial Advisor in Little Silver, NJ

Firm Info
Address: 188 E Bergen Pl Suite 202, Red Bank, NJ 07701, USA
Phone: (732) 447-9301

Firm Size
Assets Under Management: $381 million
# of Advisors: 3
# of Clients: 963
Client to Advisor Ratio: 321:1
Average Account Size: $395,669
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Selection of Others Advisors

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Fixed Fees (Other than subscription)

Get Connected with a Financial Advisor

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Shorehaven Wealth Partners, LLC Overview

Shorehaven Wealth Partners, LLC is a fee-only registered investment advisory firm specializing in investment advice only. Since its inception in 2020, the firm has its headquarters in Red Bank, NJ. The firm's objective is to provide its clients with the necessary support, guidance, and financial expertise needed to secure their financial future. As a fee-only firm, Shorehaven Wealth Partners prioritize conducting business through an ethical and transparent approach by exclusively earning revenue solely from client fees. Shorehaven Wealth Partners offers financial planning services and portfolio management for individuals, small businesses, and institutional clients. These services are tailored to cater to each client's needs, goals, and investment objectives. The firm's expert team of advisors has a wealth of experience and extensive knowledge of the financial industry, ensuring each client's portfolio is uniquely developed. One of Shorehaven Wealth Partners' services is the selection of other advisors, providing its clients with a broad network of investment opportunities beyond their current portfolio. The firm's portfolio management services for businesses or institutional clients cater to all organizational aspects, including investment objectives that align with their long-term business goals. Overall, Shorehaven Wealth Partners, LLC is a reliable advisory firm that works to provide its clients with financial confidence and security in their future endeavors.

SHOREHAVEN WEALTH PARTNERS, LLC is a boutique wealth management firm that has built a reputation for delivering sound financial advice and investment solutions to a diverse set of clients. The firm caters to both individual clients seeking personalized investment solutions as well as high net worth individuals looking for complex asset management and estate planning services. In addition to serving individuals, the firm also provides investment solutions to other types of corporations such as foundations, family offices, and endowments. SHOREHAVEN WEALTH PARTNERS, LLC prides itself on its ability to tailor its approach to each client's unique needs, regardless of their background or expertise. When it comes to fee structures, SHOREHAVEN WEALTH PARTNERS, LLC offers its clients a range of options based on their individual needs and preferences. The firm typically charges a percentage of assets under management (AUM) as its primary fee structure for wealth management services. However, for clients seeking more bespoke solutions, such as estate planning or tax minimization strategies, the firm may offer a fixed fee structure. This allows clients to pay a set fee for specific services, rather than basing the cost of the service solely on the value of their assets. Ultimately, SHOREHAVEN WEALTH PARTNERS, LLC is committed to providing transparent, fair, and flexible fee structures that align with its clients' objectives and expectations.

Typical Clients, Fee Structures & Investment Minimum

Unfortunately, the Part 2 Brochure for Shorehaven Wealth Partners, LLC does not mention an investment minimum.

How This Office Can Help Little Silver, NJ Residents

ShoreHaven Wealth Partners is a financial advisory firm that assists clients in Little Silver, NJ, with their unique financial situations. The firm offers a wide range of services, including wealth management, retirement planning, estate planning, tax planning, and investment management. One of the specific financial situations that someone living in Little Silver, NJ, might be facing is how to properly save for retirement. With a median household income of over $150,000, many residents of Little Silver are accustomed to a high standard of living. However, this also means that they need to save more in order to sustain their lifestyle in retirement. ShoreHaven Wealth Partners can help clients create and implement a personalized retirement plan, including strategies for maximizing Social Security benefits and investing appropriately based on their risk tolerance and financial goals. Additionally, the firm can assist with estate planning, helping clients ensure that their assets are distributed according to their wishes and minimizing potential tax liabilities.

To view the Minimum Investment and Fee Schedule for Shorehaven Wealth Partners, LLC, visit their Part 2 Brochure.

Services Offered by Shorehaven Wealth Partners, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Shorehaven Wealth Partners, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Fixed Fees (Other than subscription)
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 188 E Bergen Pl Suite 202, Red Bank, NJ 07701, USA
Phone (732) 447-9301
Directions
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Other Office Locations

Firm Headquarters
Firm headquarters location 188 EAST BERGEN PLACE, SUITE 202, RED BANK, NJ 7701, United States

This firm has no other locations.

State Registrations

Shorehaven Wealth Partners, LLC is registered to service clients in the following states:

  • California
  • Connecticut
  • Florida
  • Massachusetts
  • New Jersey
  • New York
  • North Carolina
  • Pennsylvania
  • Texas

Disciplinary History

Shorehaven Wealth Partners, LLC does not have any disclosures. Please visit it's Form ADV for more details.