Parkshore Wealth Management

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  description: "Parkshore Wealth Management is a family-owned fiduciary firm serving the greater Sacramento area and Utah with offices in Granite Bay, Folsom, Lehi, and Logan. Founded in 2008, the firm specializes in helping financially responsible families with $500,000+ in investable assets navigate the transition from peak earning years through retirement. All advisors are CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals, and the team includes Enrolled Agents providing tax-centered planning to help clients align their wealth with their aspirations.",
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  areaServed: "Greater Sacramento area including Granite Bay and Folsom, CA, and throughout Utah including Lehi and Logan",
  knowsAbout: "Pre-retirees with $500, 000+ in investable assets, Empty nesters planning their next life chapter, Kaiser Medical Professionals, Adobe employees, Qualtrics employees, L3Harris employees, BYU and USU employees, Commercial construction professionals, Families seeking comprehensive CFP® guidance with tax planning",
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