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 Granite Bay, California, we serve individuals and families throughout Placer County, Sacramento County, and the surrounding areas of the Greater Sacramento Region. Our local office allows us to provide high-touch service to clients in Roseville, Granite Bay, Rocklin, Loomis, and nearby communities.

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.