Build a Financial Future You Can Count On

Personalized wealth management for Salt Lake City individuals and families. We combine fiduciary responsibility with strategies tailored to your unique goals.

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15+ Years of Service

$200M+ Assets Under Guidance

100% Fiduciary Standard

What We Do

Comprehensive Financial Services

From retirement planning to tax-efficient investing, we provide the guidance you need at every stage of your financial journey.

Retirement Planning

Strategize your path to a secure retirement with customized plans that account for your income, expenses, and lifestyle goals.

Investment Management

Build and maintain a diversified portfolio aligned with your risk tolerance and long-term objectives.

Tax Strategy

Minimize your tax burden with proactive planning and strategies that keep more of what you earn.

Estate & Legacy Planning

Protect your assets and ensure your wishes are honored through thoughtful estate and succession strategies.

Financial Education

Gain clarity and confidence with workshops and one-on-one sessions designed to empower your financial decisions.

Risk Management

Safeguard your wealth with insurance strategies and risk assessments tailored to your unique situation.

Professional office setting in Salt Lake City

About Us

Your Trusted Partner in Wealth Management

Shoreline Wealth Management was founded on a simple principle: every client deserves financial guidance that is honest, transparent, and genuinely in their best interest.

Based in Salt Lake City, we serve individuals, families, and businesses across Utah with a fiduciary commitment that puts your goals first. Our team brings decades of combined experience in financial planning, investment management, and tax strategy.

Fiduciary duty — your interests always come first
Personalized strategies, not cookie-cutter solutions
Transparent fee structure with no hidden costs
Long-term relationships built on trust and results

Our Process

A Clear Path to Financial Clarity

We've refined our approach over years of working with clients to make the journey to financial confidence straightforward and stress-free.

Discovery Call

We start with a complimentary conversation to understand your financial situation, goals, and concerns. No pressure, no obligation — just an honest assessment of where you are and where you want to go.

Custom Plan

Our team develops a comprehensive financial plan tailored to your unique circumstances, including investment strategy, retirement projections, tax considerations, and risk management.

Implementation

We execute your plan with precision, setting up accounts, allocating assets, and establishing the systems that will support your financial objectives.

Ongoing Guidance

Life changes, and so do financial markets. We provide continuous monitoring, regular reviews, and proactive adjustments to keep you on track toward your goals.

Working with Shoreline Wealth Management gave us the confidence to retire on our terms. Their team took the time to understand our family's priorities and built a plan that actually works for us — not just a generic template.

A Valued Client Salt Lake City, UT

Get In Touch

Let's Start the Conversation

Ready to take control of your financial future? Reach out to schedule a complimentary consultation with one of our advisors.

Office Address

1240 E 2100 S Ste 400
Salt Lake City, UT 84106

Phone

(801) 456-9888

Office Hours

Monday – Friday: 9:00 AM – 5:00 PM
Saturday – Sunday: By appointment

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