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Shorehaven Wealth Partners delivers comprehensive wealth management and financial planning as an independent fiduciary. The firm employs a goals-based, holistic approach, guiding individuals, families, and business owners through key financial milestones. It crafts tailored strategies for building, protecting, and intergenerational wealth transfer, aligning solutions with client objectives.
Established around late 2020, Shorehaven Wealth Partners was shaped by Lawrence Durso, a financial services veteran active since 1978. Durso’s extensive experience developing solutions for complex financial situations and his independent, client-centric vision led to the firm’s formation.
Shorehaven Wealth Partners serves affluent multigenerational families, individuals, and business owners requiring sophisticated financial stewardship. The company prioritizes client goals, ensuring a lasting legacy. Its vision is to empower clients through personalized, comprehensive planning, helping them achieve enduring financial security and realize aspirations.
Shorehaven Wealth Partners has 1 tracked investment across 1 company. The latest tracked deal is $3.5M Seed in Stackwell in August 2022.
| Date | Company | Round | Lead Investor(s) | Co-Investor(s) |
|---|---|---|---|---|
| Aug 3, 2022 | Stackwell | $3.5M Seed | Jeremy Sclar, Michael Gordon | Corey Thomas, Damian Wilmot, John Plansky, Louis Maiuri, Michael Fricklas, SAM Kennedy, Terence Rozier Byrd, Theo Epstein, William "mo" Cowan, Elizabeth Mccluskey, Shea Ventures, SSC Venture Partners |