Why do you do what you do? Your answer is going to be as unique as you. For some people, the "why" is to take care of their family. For others, it is to pursue their hobbies. And for still others, it is to leave a legacy in the community. At Parkshore, we start with your "why." We take the time to understand the goals that you are passionate about and then provide the financial and investment tools to help you achieve those dreams.
When we work with you, we will bring together the pieces of your financial life so that you can see the big picture and make confident decisions about your future. Our comprehensive financial planning services encompass all your needs, from retirement and investments, to savings and taxes. We are a family-owned wealth management firm with four decades of experience helping clients achieve their dreams.
When we work with you, we will bring together the pieces of your financial life so that you can see the big picture and make confident decisions about your future. Our comprehensive financial planning services encompass all your needs, from retirement and investments, to savings and taxes. We are a family-owned wealth management firm with four decades of experience helping clients achieve their dreams.
Services
At Parkshore Wealth Management, we help you build a firm financial foundation for your life, using tools and techniques that will help you construct the future you want. Headquartered in Roseville, California, we are a family-owned wealth management firm that takes a personal approach to working with people.
At Parkshore Wealth Management, we think of ourselves as the architects of your financial future. Our job is to take the various pieces of your financial life and put them together in a way that works for you. We invest our time and knowledge so that we can construct financial strategies that benefit you over the long term.
If you had a prized collectible automobile, you would allow only a skilled and qualified mechanic to work on it. Similar to that cherished car, your financial well-being is precious. The health of your finances is vital to your ability to live your life as you desire.
At Parkshore Wealth Management, we can take a poorly functioning financial machine, break it down to its essential components, analyze the different parts, and then rebuild from the ground up to help create an efficient, smoothly functioning financial plan.This in-depth approach can help us engineer your financial solutions so that you can move forward with clarity and confidence.
At Parkshore Wealth Management, we can take a poorly functioning financial machine, break it down to its essential components, analyze the different parts, and then rebuild from the ground up to help create an efficient, smoothly functioning financial plan.This in-depth approach can help us engineer your financial solutions so that you can move forward with clarity and confidence.
You have a "why" in life. Maybe you're raising a family, or perhaps you're building a legacy with your company, or maybe you're serving the community through philanthropy. The No. 1 goal of our Roseville, California advisory firm is to provide the financial and investment services you need to achieve your "why."
Reviews (10)
MaryK Johnson
Oct 02, 2021
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Lisa McElligott
Sep 18, 2021
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We have trusted the Parkshore Team with our nest egg for about 9 years. Over this time they have consistently grown our assets. The fact that they are a fee based firm and not commission based was a big selling point for us. They only make money if we do.
Daniel is very knowledgeable about the markets and how to balance our accounts. Harold has the benefit of years of experience. Trust is the biggest factor in having someone manage our money and we could not trust Parkshore more. We would (and do to our friends!) highly recommend Parkshore to anyone looking to invest in their future.
Daniel is very knowledgeable about the markets and how to balance our accounts. Harold has the benefit of years of experience. Trust is the biggest factor in having someone manage our money and we could not trust Parkshore more. We would (and do to our friends!) highly recommend Parkshore to anyone looking to invest in their future.
Tom Trabin
Sep 04, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
My wife and I are grateful to be with Parkshore, where we feel comfortable seeking counsel on the links between our personal and financial goals in preparation for retirement, trusting the team for ethical and skillful investing of our life savings, and receiving their patient and knowledgeable guidance.
My wife and I are grateful to be with Parkshore, where we feel comfortable seeking counsel on the links between our personal and financial goals in preparation for retirement, trusting the team for ethical and skillful investing of our life savings, and receiving their patient and knowledgeable guidance.
Adanoor Muralidhar
Sep 01, 2021
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We have known Harold Anderson , Daniel Anderson and John- Thomas Lloyd for the last several years. Under the guidance of Harold Anderson Parkshore Wealth Management provides personalized solutions to reach your life goals. They are a family owned business, Professional , have good values ,are transparent along with being a fee only service which is very helpful . Strongly recommend PWS if you are looking for a financial adviser/ planner.
Nancy Law
Aug 31, 2021
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Positive: Professionalism, Responsiveness
I have been associated with Parkshore Wealth Management for many years. Harold Anderson and his fabulous staff have done an outstanding job caring for my investments. Although I have moved to the East Coast, I still do business with Parkshore. I certainly recommend this business to anyone.
I have been associated with Parkshore Wealth Management for many years. Harold Anderson and his fabulous staff have done an outstanding job caring for my investments. Although I have moved to the East Coast, I still do business with Parkshore. I certainly recommend this business to anyone.
C. Boswell
Aug 28, 2021
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Bryan Phipps
Aug 20, 2021
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Gayle Hage
Aug 20, 2021
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Our experience at Parkshore Wealth Management has been very professional, extremely knowledgeable and beyond trustworthy. Under Harold’s leadership each client is treated as if they are their only client! We have had interaction with all members of the ParkShore team and feel that whatever our needs are they are promptly addressed. That level of customer service is hard to find.
Ultralitefilms
Mar 31, 2021
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Rebecca Alene
Mar 15, 2021
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