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The maritime world
is different.
1.
You may be out on a hitch for fourteen days, three months, or for some of our MSC clients during covid 14 months at a time.
2.
While underway you may be on a tanker off the coast of Florida one day, then in the Panama Canal a few days later praying the crew change goes smoothly after.
The last thing our clients want to worry about when they go on vacation mode is finances, taxes, investments, insurance, and how to make all of those work together so they can eventually retire, save for a big purchase, or transition shoreside with confidence.
At Shoreside Wealth Management, our goal is to chart a course that lets you enjoy smooth sailing today while achieving your lifelong ambitions, even while you're underway.
Working with Shoreside Wealth Management has been one of the best financial decisions I’ve made. From day one, they provided a comprehensive review of my goals and created a tailored strategy that actually feels realistic and achievable. They’re proactive, transparent, and incredibly responsive whenever I have questions.
James, always take the time to walk me through the “why” behind each recommendation. Because of him, I feel more confident and organized with my long-term planning than ever before. I would recommend them without hesitation.
Michael F.
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