Parkshore Wealth Management Opens Office in Dallas-Fort Worth Metroplex

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Parkshore Wealth Management, a fee-only Registered Investment Advisory firm, opens their second location in Southlake, Texas.

www.pwmadvisor.com

We’ve been successfully delivering customized financial planning services to clients in California for many years, and our new office in Southlake will allow us to bring those services to residents of Texas as well.

Parkshore Wealth Management, a fee-only Registered Investment Advisory firm, has opened a location in the Dallas-Fort Worth area.

The office in Southlake, Texas, is the second for the firm, which has another location in Roseville, California. Daniel Andersen, CFP®, the Vice President of Parkshore Wealth Management, will head the firm’s Texas branch. Harold Anderson, CFP®, Parkshore’s President, will continue to be based at the California headquarters.

“Expanding to the Dallas-Fort Worth area is an exciting step forward for us,” said Daniel Andersen. “We’ve been successfully delivering customized financial planning services to clients in California for many years, and our new office in Southlake will allow us to bring those services to residents of Texas as well.”

Parkshore Wealth Management’s new office will be located at 211 E. Southlake Blvd., Suite 111 in Southlake. The new phone number is 817-380-9336.

Parkshore Wealth Management specializes in designing straightforward financial plans for their clients’ complex financial problems. The firm offers personal financial planning, tax planning and preparation, cash flow planning and management, retirement, tax and estate planning strategies, and other services to people who are committed to making smart financial choices.

About Parkshore Wealth Management

Parkshore Wealth Management is a family-owned, independent, fee-only Registered Investment Advisor focused on helping people achieve their financial goals. The firm partners 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. For more than three decades, they have helped people manage their investments and taxes. Today, the firm offers a comprehensive array of financial and tax planning services, so clients can get answers to their financial questions and move forward with confidence. To learn more, visit http://www.pwmadvisor.com.

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Daniel C. Andersen, CFP®
Parkshore Wealth Management
since: 04/2011
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