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A better life through better planning.

We guide individuals, families, and business owners through key financial milestones—helping you build wealth, protect it, and pass it on with confidence.

ShoreHaven Wealth Partners is deeply committed to understanding and prioritizing our clients' goals. We are dedicated to understanding and addressing the unique needs of our clients and helping them achieve a "work-optional" lifestyle.

Old World Values Mixed With New World Ideas

ShoreHaven Wealth Partners' legacy is grounded in providing multigenerational wealth management solutions prioritizing long-term financial success. 

For you & your family

  • Fee-Based Financial Planning

  • Investment Management Solutions

  • Insurance Auditing (Life, Disability, Long-Term Care)

  • Education Planning

  • Budgeting and Cash Flow Analysis

  • Retirement Income

  • Generational Transfer Planning

  • Charitable Giving Strategies

For  your business

  • Financial Statement Review

  • Risk Mitigation Strategies

  • Executive Benefits

  • Succession Planning

  • Cash Flow Optimization

  • Tax Mitigation Services

  • Pre-Liquidity Planning

  • Retirement & Pension Plans

  • Business Services Planning

Our Legacy

ShoreHaven Wealth Partners' legacy is grounded in providing multigenerational wealth management solutions prioritizing long-term financial success. As a family-owned business, our firm strongly emphasizes family values, both in our internal structure and in how we build relationships with clients. Built to withstand the test of time, we continually evolve to meet our client's changing financial goals while upholding our core values of trust, transparency, and integrity.

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Your Goals

Financial independence isn’t about a number in the bank—it’s about having a strategy that supports the life you want, now and in the future. Our approach blends long-term planning with real-life flexibility, so you can make financial decisions today that set you up for security tomorrow

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Building wealth isn’t about timing the market—it’s about making smart decisions that grow over time.

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“It’s not what you make, it’s what you keep"

Larry Durso, Founder of ShoreHaven

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