Shoreline Private Wealth Management

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Shoreline Private Wealth Management A private wealth advisory practice of Ameriprise Financial Services, LLC Putting clients first; it's what we do. Ready to learn more about how we can help you?

We get to know our clients' needs and provide personalized advice for today's challenges and tomorrow's goals. We are committed to providing advice in your best interest. Getting started is as easy as a complimentary initial consultation whenever it's convenient for you. We have office locations in Hingham, Massachusetts and in Naples and Marco Island, Florida. Areas of Focus:
- Charitable Giving
- Domestic Partner Planning
- Retirement Planning Strategies
- Women's Financial Strategies
- Employee Stock Options
- Estate Planning Strategies
- Small Business

Dallas, a longhorn steer, and a lot of learning. 🤠From new technology to emerging industry trends, the Super Regional Co...
11/02/2026

Dallas, a longhorn steer, and a lot of learning. 🤠

From new technology to emerging industry trends, the Super Regional Conference gave PJ, Alison, and Jennifer the opportunity to discover innovative ideas that can help us enhance the client experience and better serve our clients every day.

We're excited to bring those insights back to Shoreline.

Visit our website www.shoreline-wealth.com Taxes, retirement contributions, investments, and year-end planning don’t hav...
10/31/2026

Visit our website www.shoreline-wealth.com
Taxes, retirement contributions, investments, and year-end planning don’t have to be scary. October is the perfect time to review your financial strategy before the
holiday rush.

If you have questions about how this applies to your own financial situation, we'd love to help. Reach out to our office...
10/27/2026

If you have questions about how this applies to your own financial situation, we'd love to help. Reach out to our office to start the conversation.
Visit our website www.shoreline-wealth.com

Tax season tip 💡​If you had significant medical or dental expenses last year, some out‑of‑pocket costs may be deductible...
10/23/2026

Tax season tip 💡​

If you had significant medical or dental expenses last year, some out‑of‑pocket costs may be deductible — and could help lower your overall tax bill.​

While filing:​
✅ Gather receipts for qualifying medical visits, procedures, or treatments​
✅ Review whether expenses exceed the applicable threshold for deduction

10/22/2026
📢 Join us for a complimentary educational seminar! Learn from Rob Kron, CFP®, a nationally recognized financial educator...
10/22/2026

📢 Join us for a complimentary educational seminar!
Learn from Rob Kron, CFP®, a nationally recognized financial educator featured by CNBC, Fox Business, Bloomberg, The Wall Street Journal, and USA Today, as he breaks down the complexities of Social Security.
Reserve your spot today and feel free to share this invitation with family and friends who may benefit from the discussion!

Learn about upcoming financial seminars and financial events in Hingham, MA, hosted by financial advisor: Shoreline Private Wealth Management.

Tax season reminder 📅​You may still be able to make certain retirement contributions for last year before Tax Day — pote...
10/16/2026

Tax season reminder 📅​

You may still be able to make certain retirement contributions for last year before Tax Day — potentially lowering your taxable income and supporting long‑term goals.

10/15/2026

As we enter the final months of 2026, Ameriprise Financial experts discuss the key forces shaping markets and the economy, including inflation, interest rates, Treasury yields and the outlook for investors.

Tax season reminder 📋​Your charitable donations — from cash to clothing — may be deductible and could help lower your ta...
10/09/2026

Tax season reminder 📋​

Your charitable donations — from cash to clothing — may be deductible and could help lower your taxable income.

Address

25 Recreation Park Drive, Ste 210
Hingham, MA
02043

Opening Hours

Monday 8am - 4pm
Tuesday 8:30am - 5pm
Wednesday 8am - 4pm
Thursday 8am - 4pm
Friday 8:30am - 5pm

Telephone

+17815560480

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