Join Shore to summit

Why Shore to Summit?

We’re dedicated to helping you curate a life. Before you’re a financial professional, you’re a spouse, partner, parent, caretaker, friend, adventurer, artist, or leader/volunteer in your community. Our goal at Shore to Summit is to create a balanced, harmonious community so that on your journey, you’re free to Enjoy the Ride.

Our expanding presence across the United States allows us to continually add to our core strengths and resources to better serve the needs of our clients and associates.

Value for Financial Advisors

Compensation plan
Long established and experienced team to support your business
Turnkey succession and continuity plan available
Affiliation bonus opportunities through Wells Fargo Advisors Financial Network
And Practice growth participation opportunities
In house and third-party practice management consulting
You own your book of business
Potential for increased enterprise value for your business
Your business value becomes an asset on your personal balance sheet
Business acquisition opportunities available
Asset sale and private equity opportunities available (liquidity events)
Work alongside experienced, client-first driven advisors
Partnership structure that incentivizes growth through identifying synergies such as sharing of best practices, costs, benefits, and collaboration opportunities while still allowing practitioners the opportunity to create multi-generational wealth for their families

At a Glance:

Multiple locations across the U.S.
Over a decade of virtual multi-site office management and support
Four successful mergers in 24 months
Two successful acquisitions in 2022-2023
Franchising and management opportunities

Value for Your Clients

Freedom and Control

You decide how you serve your clients
Shore to Summit is a boutique wealth management practice with a wealth of knowledge and experience
You are able to put clients' interests first while retaining the capabilities of an industry-leading wealth management firm
Competitive client fees

Forward-Looking and Flexible

Staff is salaried, not hourly, with the goal of better work/life balance for all
Ability to act quickly on client requests without bureaucratic constraints
Expanding footprint and resources
You gain access to the resources you need to support clients (i.e., home office, other branches, other core competencies)

Open Architecture Platform

No conflicts of interest
Wide array of products for investing and beyond
A brokerage platform that allows advisors to be an independent business owners while still having access to an industry-leading wirehouse

Client-First, Always

Always committed to helping our clients succeed
9 successful mergers since 2019.

curate a life at Shore to Summit

The tight-knit professional Shore to Summit Wealth Management Team is diverse in experience, backgrounds, credentials, and qualifications. Our combined tenure in the financial industry creates a thorough meld of knowledge and skill sets to help keep you on track toward your destination while you Enjoy the Ride.

To learn more about how to curate your life as a team member at Shore to Summit, contact [email protected].