Financial Advisors
Granite Bay, CA
Parkshore Wealth Management is a family-owned wealth management firm serving the Sacramento area and Utah with comprehensive financial planning, investment management, and tax-centered planning services. All advisors are CFP® professionals, and the team includes Enrolled Agents who specialize in tax planning. They work with financially responsible individuals and families with investable assets over $500,000, focusing on helping clients align their wealth with their life goals—balancing enjoying today while planning for retirement.
Ideal for: Mid-to-high net worth individuals and families with $500k+ in investable assets, Empty nesters planning for retirement, High-income professionals seeking comprehensive tax and investment planning
Service area: Granite Bay, Folsom, CA and surrounding Sacramento region
All CFP® Professionals: Every advisor holds the Certified Financial Planner™ credential, ensuring comprehensive expertise and fiduciary standards in financial guidance.
Tax-Centered Planning: On-staff Enrolled Agents integrate tax strategy into financial planning, helping optimize your overall wealth strategy beyond just investments.
Multi-Location Firm with 15+ Years Experience: Operating since 2008 with offices in both California and Utah, they've helped over 1,000 families build sustainable, rewarding financial lives.
Address: 5940 Granite Lake Dr, Granite Bay, CA 95746
Phone: (916) 797-3007
Website: parkshorewealth.com
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