Shoreline Wealth and Investment Mangement  


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Shoreline Wealth & Investment Management works with you to design an integrated plan that gives you complete control over your financial picture. We meet with you to develop objectives for the short and long term working with a team of experts in professional services: Income Tax Planning & Compliance, Investment Advisory, Estate & Trust, Risk Management & Insurance, Philanthropy, and Expense Management & Financial Reporting. And, if you have a need or preference to continue relationships with your existing advisors, these advisors are welcomed as part of the team to develop a plan that best meets your wealth needs.

Check the background of this investment professional on FINRA's BrokerCheck.

Shoreline Wealth & Investment Management helps you:

Implement wealth accumulation and protection strategies
Transfer wealth to family with lower tax liability
Adapt to changing market conditions
Proactively address complex tax issues
Consolidate your overall financial picture
Meet your charitable objectives

You can choose any or all of the services offered by Shoreline Wealth & Investment Management. You will also have online access to much of the information and all of the advisors involved in the plan's design and implementation.

In the end, Shoreline Wealth & Investment Management allows you to gain control of your wealth--saving you time and leaving you free to focus on those activities most important to you.
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Seminars & Workshops
In addition to our wealth management services, we also offer seminars and workshops to companies and organizations to enhance the experience of your attendees. We can customize the topics or time frames from one hour to one day to series of seminars or workshops. We work with you and for you to meet your goals and objectives. Below are some testimonials from satisfied clients:

"Thank you for making your presentation very professional and honoring the non-commercial aspect of the seminar" - Delco Electronics

"Very professional . comprehensive program" - AT&T Network Systems

"Witty, entertaining, informative, thought provoking and stimulating" - Safeway Stores, Inc.

"Outstanding program ... a role model to follow" - International Association of Financial Planners

"Very professional and informative seminar" - Brown & Root, a Halliburton Company

"Educational and of great interest. We hope you will come back and speak to our group again" - Associated General Contractors of California

"A true professional and perfect role model. I'm proud to say it was our biggest turnout of the year" - University of California Alumni Association

"Excellent. We were proud to have you speak before our group - California Society of CPA's
Speakers with Experience, Professionalism & Integrity
You benefit from knowing that the group of speakers from which to select have facilitated hundreds of company seminars, workshops and key-note speeches and have the depth of knowledge and credibility that can only come from years of experience. Collectively, members have bachelors, masters and/or doctorate degrees in: accounting, business, law, taxation and psychology. Members also have the following professional designations: Certified Financial Planner (CFP), Certified Public Accountant (CPA), Chartered Life Underwriter (CLU), Registered Principal, Registered Investment Advisor (RIA) and Doctorate of Jurisprudence (JD).

INVESTMENT MANAGEMENT RATES & PORTFOLIO MINIMUMS AS OF 1 JANUARY 2013
Our investment management fee is 1.5% and our minimum account is $250,000. Our service and performance continue to be superior to the market and our peers.

Shoreline's Competitive Edge
We are a network of independent professionals with over 150 years of combined experience in wealth management and advice. Members of this network can be used individually or collectively for a single program or a series of seminars or workshops for your company or organization.

For more information:
If you'd like more information about how we can help you achieve your financial objectives through personalized wealth management strategies, please contact us. We welcome the opportunity to discuss your unique needs and how we may best meet them.


This page (formatted for versions 4.0 and higher of Netscape or MSIE) is updated regularly so check in from time-to-time to see new articles and updates. You can click on any underlined words on each page to see a specific wealth management topic in the left margin of each page.

For more information:
If you'd like more information about how diversified investment advisors can help you achieve your financial objectives through personalized wealth or retirement and risk management strategies, please contact us. We welcome the opportunity to discuss your unique needs and how we may best meet them.

This page (formatted for versions 10.0 and higher of Internet Explorer) is updated regularly so check in from time-to-time to see new articles and updates. You can click on any underlined words on each page to see a specific wealth management topic in the left margin of each page.

Charles M. Bloom, Registered Principal offers securities and advisory services through Centaurus Financial, Inc. - Member FINRA and SIPC - 775 Avenida Pequena, CA, 93111 (mailing address: 3905 State Street Suite 7173, Santa Barbara, CA, 93105) - CA Life Insurance License No. 0A52786 - Centaurus Financial, Inc. and Shoreline Wealth & Investment Management are not affiliated companies.

The information contained in this web site is neither an offer nor solicitation of any security or service.

 

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"Excellent. We were proud to have you speak before our group"

- California Society of CPA's

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’27 Tips for Choosing
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  Shoreline Wealth and Investment Management Phone: 800.329.4820 - Fax: 805.456.3806 - E-Mail: cbloom@cfiemail.com