Westshore Wealth
SEC RegisteredAn anchor of trust. Oceans of opportunity.
About the firm
Westshore Wealth is a registered investment advisory firm with an independent approach. The firm earns the trust of clients by charting a course toward lifelong financial independence, freedom of lifestyle, generational wealth transfer, and philanthropic impact. The team includes 8 highly credentialed employees with CFP®, CFA, and MBA designations who provide customized, tailored solutions.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Westshore Wealth offers customized financial planning and wealth management solutions organized around cash flow, taxes, risk management, and investments, with an emphasis on financial independence, lifestyle freedom, generational wealth transfer, and philanthropic impact.
Who they serve
Individuals and families seeking a long-term wealth management partner.
Leadership
Office locations
Advisors at this firm
7 advisors in the directory
Regulatory & compliance
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Westshore Wealth has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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