Parkshore Wealth Management

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5940 Granite Lake Dr
Granite Bay, CA 95746
Parkshore Wealth Management is an independent, fee-only Registered Investment Advisor. We help you build a firm financial foundation for your life, using tools and techniques that will help you construct the future you want. With an office in Granite Bay, California, were a family-owned firm that takes a personal approach to working with people like you. Our goal is to partner with financially responsible individuals and families who are eager to take positive steps that will allow them to use their money to build the life they desire.

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5.012 reviews
Renee C.
5/22/2025

I very much appreciate the fact that Parkshore does not bury me in financial jargon they know I won't understand. I always felt that my previous advisors did that to make me feel small and dumb....

Carole J.
5/23/2025

We have been extremely pleased with our relationship with Parkshore. Their advice and guidance regarding planning our retirement has been excellent. All members of the Parkshore Team are...

Stephanie
5/22/2025

This firm is filled with smart, professional people who are also great human beings. Our family has trusted Parkshore Wealth Management to guide us for several years and we have complete faith in...

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Lizz H.
1/2/2022

I do not believe in New Year resolutions. However, I do believe in Parkshore Wealth Management and their abilities to handle my financial portfolio! January is the perfect time to bring in the...

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Steve S.
8/30/2021

When we first met Harold Anderson he came to our home where during the meeting our very discerning dog Bella kept smiling at him, and nudging his arm for attention. I knew to trust her judgement....

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