About Parkshore Wealth Management

Parkshore Wealth Management is an independent, fee-only Registered Investment Advisor that takes a personal approach to helping people build a firm financial foundation for their lives. Established in Granite Bay, California, the family-owned firm partners with financially responsible individuals and families who are eager to use their money to construct the future they desire. With a team of experienced professionals, including Harold, Daniel, John-Thomas, Trevor, and Jodi, Parkshore Wealth Management provides responsive and trustworthy services for tax preparation and investment management. Clients have been extremely pleased with the guidance and support they have received from the Parkshore team, particularly as they prepare for retirement.

Photos

Add a Photo

View All Photos

Reviews for Parkshore Wealth Management

Write a review

Aug 2025
We have been with Harold since the 1990's and he has done a great job in helping us invest for our future. Very pleased with how he has handled our portfolio and continues to do a great job! His son Daniel and the rest of the staff have been wonderful.
Thanks for all the great work!
Dennis and Leslie Yee
Mar 2025
For the past 12 years we have been using Parkshore Wealth Management for both our tax preparation and for our investments. We have been extremely pleased with everyone who has helped us out. John-Thomas, Trevor and Jodi along with Daniel have done an amazing job in giving us the proper guidance as we prepare to exit the workforce and retire.
Mar 2025
I have worked with Parkshore Wealth Management for about 10 years now and I have nothing but wonderful things to say about them. The team at Parkshore has guided me through many financial decisions that have felt challenging, always considering my needs, concerns and ultimately what it most important longer term. They explain things clearly and offer solid direction, with integrity and compassion. I highly recommend them!