Receive a free consultation to discuss potential investment options based upon your financial goals and time frame.
Developing and maintaining a successful financial portfolio can be a daunting task, particularly as your wealth increases. Rely on West Shore Investment Services to manage your portfolio, saving you time and helping you get the most from investing.
We’ll consider the big picture – your goals, your need for income, the impact of inflation, tax ramifications* - in short, everything that could have a bearing on the makeup of your portfolio. Then we’ll recommend strategies designed to help keep your investment program on the right track.
And if all you want is a second opinion, that’s fine, too. We’re happy to take a look at your portfolio without charge or obligation.
Securities and insurance products are offered through Cetera Investments Services LLC, Member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Investments are: *Not FDIC insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency. Advisory services may only be offered by Investment Adviser Representatives.For a comprehensive review of your personal situation, always consult with a tax or legal Advisor. Neither Cetera, nor any of its representatives may give legal or tax advice. Advisory services may only be offered by Investment Adviser Representatives.