Parkshore Wealth Management

Parkshore Wealth Management Parkshore Wealth Management is an independent, fee-only Registered Investment Advisor.

We help you build a firm financial foundation for your life, using tools and techniques that will help you construct the future you want. With an office in Granite Bay, California, we’re a family-owned firm that takes a personal approach to working with people like you. Our goal is to partner 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, we’ve helped people manage their investments and taxes. Today, we offer a comprehensive array of financial services, so you can get answers to your financial questions and move forward with confidence.

The financial chaos that can follow a loss isn't always inevitable. It's often the result of planning that never happene...
06/15/2026

The financial chaos that can follow a loss isn't always inevitable. It's often the result of planning that never happened.

A clear inventory of accounts, updated beneficiary designations, an executor who knows what the role involves, and a conversation with your family about what's in place. These things take time now but can spare the people you love an enormous amount of stress later.

Without an updated estate plan, your children may face financial and legal complexity on top of grief. Here’s what’s at stake and how getting organized can help the people you love.

Many adult children want to talk to their parents about long-term care. But they also keep finding reasons to put it off...
06/01/2026

Many adult children want to talk to their parents about long-term care. But they also keep finding reasons to put it off.

The topic carries emotional weight, including the parents' fears of losing independence and the awkwardness of asking them to think about their own vulnerability. But families who have this conversation before a health crisis forces it tend to handle whatever comes next with far less conflict.

The key? Start with curiosity, not a plan. Ask your parents what they want before arriving with a list of concerns. People are often more open to hard conversations when they feel like the driver, not the passenger.

Helping aging parents with their finances is an act of love. But it can go sideways. Here are five mistakes adult children commonly make, with tips for avoiding them.

You've spent decades building a financial life. But the paperwork documenting it is somewhere, or everywhere.The questio...
05/15/2026

You've spent decades building a financial life. But the paperwork documenting it is somewhere, or everywhere.

The question is whether your children can find it if they need to. "Figuring it out" in the middle of a health crisis or after a loss can mean weeks of phone calls, delayed decisions, and stress nobody needs on top of grief.

The families who handle those moments most gracefully aren't necessarily the ones with the most wealth. They're often the ones where someone took the time to get organized.

If something happened to you tomorrow, would your children know where to find what they need? Here's what to organize and why it matters.

Many adult children want to talk to their parents about long-term care plans. But they also keep finding reasons to put ...
05/05/2026

Many adult children want to talk to their parents about long-term care plans. But they also keep finding reasons to put it off.

The topic carries real emotional weight, including fears of losing independence, discomfort with money, and the awkwardness of asking parents to think about their own vulnerability. But families who have this conversation before a diagnosis or a fall can handle whatever comes next with less turmoil.

The key? Start with curiosity, not a plan. Ask your parents what they want before arriving with a list of concerns. People are more open to hard conversations when they can feel like the driver, not the passenger.

Talking to aging parents about long-term care doesn’t have to end in an argument. Here’s how to approach the conversation before a health crisis forces the issue.

If you last looked into solar a few years ago, the financial picture has changed. The residential tax credit for homeown...
04/16/2026

If you last looked into solar a few years ago, the financial picture has changed. The residential tax credit for homeowner-owned systems ended in 2025, but new financing structures can offer a similarly effective discount.

Meanwhile, panel costs have dropped, and modern panels are more efficient. The economics are still strong. They're just different.

Solar touches tax planning, cash flow, home equity, and long-term budgeting all at once. That's why we think it's worth evaluating as part of your bigger financial picture, not in isolation.

Solar financing has changed dramatically. Learn how today’s tax credits, leasing options, and cost reductions compare to the past, and what it means for your financial plan.

SpaceX has filed for what could be the largest IPO in U.S. history. For those employees who've spent years accumulating ...
04/07/2026

SpaceX has filed for what could be the largest IPO in U.S. history. For those employees who've spent years accumulating stock options and RSUs, the financial decisions ahead can be significant.

ISO exercise timing, AMT exposure, lock-up periods, concentration risk. These aren't things you want to figure out reactively. The months before and after an IPO are are often when the most impactful planning happens.

Here's a breakdown of what to consider.

SpaceX has filed for what could be the largest IPO in history. If you hold stock options or RSUs, here are the key financial planning areas to consider before shares start trading.

If you're 65 or older, a new tax deduction could create an unusual planning window, one that pairs well with a Roth IRA ...
04/02/2026

If you're 65 or older, a new tax deduction could create an unusual planning window, one that pairs well with a Roth IRA conversion.

The enhanced deduction offers up to $6,000 per person ($12,000 for married couples filing jointly), and it stacks on top of your existing standard deduction. That extra room in your taxable income may allow you to convert traditional IRA funds into a Roth without meaningfully changing your tax bill.

The catch? It's temporary, available through 2028, and subject to income phase-outs. The math won't be right for everyone, but for those who qualify, it's worth running the numbers.

A new $6,000 senior tax deduction may create a window to convert traditional IRA funds to a Roth IRA without raising your tax bill. Here’s how it works.

Address

Granite Bay, CA

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+19167973007

Website

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