Portfolio management services are built around one simple principle: your investments should reflect your goals, time horizon, and comfort with risk. Whether you’re accumulating wealth, preparing for retirement, or managing income during retirement, our team provides personalized, disciplined investment strategies to help keep you on track.
We focus on long-term planning, not short-term trends—because meaningful investing is about consistency, patience, and alignment with your broader financial plan.
Our focus is on thoughtful, long-term planning—not market timing or speculation—so you can make confident, informed decisions every step of the way.
Every investor is different. That’s why we begin with a detailed conversation about your objectives, financial situation, and risk tolerance. From there, we build a diversified portfolio that is tailored to your needs and designed with a goal to adapt as your life evolves.
You’ll work with a dedicated financial advisor who takes the time to listen, explain your options, and walk with you through life’s transitions. We are here as your experienced partner, providing honest guidance, ongoing support, and the expertise you need.
Financial planning is an ongoing journey, not a one-time event. As your life evolves, we’ll adjust your plan to keep you on track. Ready to get started? Contact Shoreline Planning Partners today to schedule your complimentary consultation and discover your confidence.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
April Bates offers advisory services offered through LPL Financial, a registered investment advisor and separate entity from Shoreline Planning Partners, LLC.
