At Parkshore Wealth Management, we are committed to helping you build a strong financial foundation and achieve the future you envision. As a family-owned, 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 offices in Granite Bay and Folsom, California, and Lehi and Logan, Utah, we serve individuals and families throughout the greater Sacramento and Utah regions. Our team provides customized planning and investment strategies designed to meet your needs today and evolve with you over time.

For more than 30 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 comprehensive financial and tax planning services, we empower you to make informed decisions and move forward with clarity and confidence.