Joe LantzManaging Directorlantz@shorebridgewm.com
At Shorebridge, we understand the essential role investing plays in supporting your organization and advancing your mission – and that’s a responsibility we take to heart. We recognize that nonprofits have unique challenges as they pursue their specific goals and objectives while navigating market volatility and an often complex regulatory environment. However, each seeks a trusted partner to help them manage their fiduciary duties and meet their goals, in alignment with the mission of the organization they serve. We’re here to help guide you and your portfolio through today’s economic and fiscal challenges.
Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Shorebridge Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services