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.
Wealth & Investment Management helps you:
wealth accumulation and protection strategies
wealth to family with lower tax liability
to changing market conditions
address complex tax issues
your overall financial picture
your charitable objectives
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.
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:
you for making your presentation very professional
and honoring the non-commercial aspect of the seminar"
- Delco Electronics
with Experience, Professionalism & Integrity
"Very professional . comprehensive program" - AT&T
"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
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 2020
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.