Backshore Wealth Management Group

Your goals and dreams, our guidance.

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Make every decision in the best interest of our clients.

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We strive to simplify the investment solution and minimize costs.

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Deliver an exceptional client experience with a human touch.

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Mission Statement

Prepare for the Road Ahead With Backshore Wealth Management Group

We operate a comprehensive retirement planning and wealth management practice that focuses on helping clients grow and preserve their wealth. Our process involves taking a big-picture view of our client's entire financial condition, including all assets and liabilities. We look at what our client's goals are and create an investment plan to help ensure that they are on track to achieve them.

Next, we evaluate the client's overall investment portfolio. We use their current financial situation, along with their financial goals, to create a systematic approach towards pursuing life's most important milestones. This is then implemented and we can review the plan with you as needed.

Understanding Your Financial Objectives

We begin by listening to understand you and your financial objectives and risk tolerance.

Gathering Your Current Financial Information

Together, we gather specific information on your financial picture and your future income needs.

Implement Time-Tested Strategies

Next, we analyze your financial and personal information to match your objectives with appropriate strategies.

Implementing Thoughtful and Creative Strategies

We develop customized strategies tailored to your objectives, drawing from a wide selection of quality products and services.

Provide Timely Service

We can meet to review your situation to help ensure your financial objectives are being met. We also provide client educational events throughout the year to review current conditions in the markets as well as the economy.