top of page
Latest Insights
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.
“It’s not what you earn, it’s what you keep"
— Larry Durso, Founder of ShoreHaven
The Number One Question You Must Ask Your Financial Advisor Right Now
ShoreHaven Wealth Partners CIO and Founding Partner, Mike Durso, was recently featured on Yahoo! Finance to discuss the number one question you must ask your financial advisor right now. MEDIA Yahoo! Finance Jan 5, 2022 1 min read
Jan 5, 20221 min read
Bitcoin is ‘additive to a portfolio’ with outsized returns relative to risk: Strategist
ShoreHaven Wealth Founding Partner and CIO, Michael Durso, joins Yahoo! Finance Live’s Julie Hyman and Brian Sozzi to discuss financial planning, the pros and cons of cryptocurrency, and how inflation is here to stay. MEDIA Yahoo! Finance Jan 5, 2022 1 min read
Jan 5, 20221 min read
Financial Advisers Pitch Bitcoin to Investors to Offset Portfolio Losses
The wealth-management industry is starting to make the case that cryptocurrencies have a place alongside stocks and bonds in investment portfolios, even retirement accounts. Our CIO and Founding Partner, Mike Durso, speak with The Wall Street Journal on the subject of Bitcoin. MEDIA Wall Street Journal Jan 5, 2022 1 min read
Jan 5, 20221 min read
Father-Son Team Departs Morgan Stanley to Form ShoreHaven Wealth Partners
Advisors Larry Durso, his son Michael and Michael Lombardi have partnered with Dynasty Financial Partners to launch their own RIA. A Red Bank, N.J., father-son team broke away from Morgan Stanley, where they managed $420 million in client assets, to launch their own registered investment advisor, ShoreHaven Wealth Partners, in partnership with Dynasty Financial Partners. Read More at: https://www.wealthmanagement.com/industry/father-son-team-departs-morgan-stanley-form-shoreh
Jul 20, 20201 min read
Dynasty Adds $420M Morgan Stanley Team
Dynasty Financial Partners has added a $420 million advisory team from Morgan Stanley to its network: ShoreHaven Wealth Partners, previously Durso Wealth Management Group, is based in Red Bank, New Jersey. The independent firm is led by Lawrence Durso, a 42-year industry veteran. He is joined by son Michael, an investment specialist; Michael Lombardi, a CFP; and Sheryl Iannuzzelli, director of relationship management and chief compliance officer. “The ShoreHaven Team is a gro
Jul 19, 20201 min read
bottom of page