Marc Lieberman's Contact Details

Marc Lieberman's Company Details

Shorepine Wealth Management

Belvedere Tiburon, California, United States • 2 Employees
Financial Services

Located in Tiburon, CA, Shorepine Wealth Management, LLC advises individuals, foundations and endowments on all aspects of their wealth management. Providing institutional level money management expertise with the care and responsibility you need in today's marketplace is at the core of our passion. As an independent RIA (Registered Investment Advisor), we help our clients achieve their goals in the manner best suited to their unique situation and risk tolerances.Our firm specializes in providing objective, independent advice not encumbered by the need to promote any one product or service. We are held to a fiduciary standard as an RIA and will work tirelessly to find and manage the best portfolio for you (the client) not us (the firm). We work in a conflict free environment providing our service on a fee-only basis in the most efficient manner possible. Because not only is that the best thing for you, it's the right thing.