Shoreline Wealth and Investment Mangement  

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In-Home Eldercare

Remaining at Home
While most seniors prefer to remain at home as long as possible, many require assistance that can be difficult for family members due to jobs, children of their own, distance and a variety of issues. What is required are creative solutions to manage the details of daily living including:
Full or part-time assistance
Personalized approaches and a custom care plan
Carefully selected caregivers who are monitored and supervised
Questions EVERY Diversified Investment Advisors should ask you...
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Home Caregiving Services
There are a variety of services available including:
Meal planning and preparation
Bathing, dressing and grooming
Assistance with mobility and safety
Shopping, errands and appointments
Transportation to various activities
Light housecleaning and laundry
Medication supervision

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 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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- Brown & Root, a Halliburton Company

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  Shoreline Wealth and Investment Management - Phone: 805.886.3624 - E-Mail: