The company provides personalized financial planning services to high net worth individuals and family-owned businesses, helping them protect, grow, and transition their assets. Shorehaven Wealth Partners guides clients through a step-by-step process, from identifying priorities and goals to monitoring and rebalancing portfolios. The firm has extensive experience in assessing the impact of family dynamics on financial strategies and helping clients navigate significant life events such as divorce or the sale of a business. Additionally, Shorehaven constructs and executes discretionary investment strategies, monitoring performance and making adjustments as needed. The company collaborates with other trusted advisors to ensure clients' financial plans are developed holistically and executed accurately and efficiently.