Parkshore Wealth Management
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Financial Services Investment Services Financial Planning Financial Advisors Finance & Insurance
About
At Parkshore Wealth Management, we are committed to helping you build a strong financial foundation and achieve the future you envision. As an independent, fee-only Registered Investment Advisor, we take pride in offering personalized financial guidance rooted in integrity and a fiduciary duty to act in your best interest.
With an office in Folsom, California, we serve individuals and families throughout Sacramento County, El Dorado County, and the surrounding communities in the Greater Sacramento Region. Our local office allows us to provide high-touch service to clients in Folsom, El Dorado Hills, Rancho Cordova, Orangevale, and nearby areas.
Our advisory team includes professionals who hold the CERTIFIED FINANCIAL PLANNER® designation, reflecting their commitment to comprehensive financial planning and ethical standards. We specialize in retirement planning, investment management, and comprehensive financial guidance tailored to each client’s goals. As fiduciaries operating under a fee-only model, we are focused on your financial well-being—with no commissions, product sales, or hidden incentives.
For nearly 20 years, we’ve partnered with financially responsible clients who are ready to take meaningful steps toward using their wealth to create a life of purpose and security. Through strategic tax planning, long-term investment strategies, and ongoing advisory support, we help empower you to make informed decisions and move forward with confidence.
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Additional Info
- Tiered Service Programs: Offering flexible financial guidance through Wealth Choice (one‑time advice), Wealth Builder (investment management), and Wealth Management (comprehensive, ongoing planning).
- Fee‑Only Fiduciary Advisors: Exclusively fee‑only, fiduciary RIA model—no commissions, just alignment with your best interests.
- Local Convenience: Offices in Folsom and Granite Bay with easy access and flexible meeting options, including virtual appointments.
- Experienced, Credentialed Team: Our advisory team includes CERTIFIED FINANCIAL PLANNER® professionals and an Enrolled Agent, providing ethical, tax-conscious, and holistic financial guidance.
- Comprehensive Financial Blueprints: Coordinated planning across retirement, tax, estate, cash flow, and investment strategies.
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