Learn how to create an enduring legacy

Build a financial legacy that you and your family can enjoy together. Sign up for this complimentary one-hour webinar featuring expert financial and wealth protection advice from BlueShore.

Webinar: How To Build A Lifelong Legacy

Date: October 19 at 12:00pm

Register Now

Generational family enjoying a fall day


Whether you choose to work with a dedicated Investment Advisor, enjoy a DIY approach, or prefer a combination of the two, we have the advice and technology to meet your investing needs.

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Tax Strategies

The more you earn, the greater the tax bite. Our tax-efficient wealth management strategies will ensure you keep more in your hands.

Learn More About Tax Strategies 

Wealth Protection

There are many strategies to protect your wealth, including how to weather market downturns, hedge against income loss, and reduce your portfolio’s tax exposure.

Learn More About Wealth Protection

Estates & Trusts

Estate planning can help maximize the value of the legacy you leave for your beneficiaries. Trusts are an effective tool in this planning arsenal, to reduce the tax bill and simplify the transfer of your assets.

Learn More About Estates & Trusts


Sharing your wealth with causes you care about - now and in the future - creates a legacy with a lasting impact. And done right, it benefits you and your estate through tax reductions.

Learn More About Philanthropy

Business Succession

Passing a business on, whether through an outright sale or transfer to a family member, requires a detailed financial plan of action.

Learn More About Business Succession

Not a BlueShore client yet?

We'd be delighted to chat with you about how we can help improve your financial wellness now and for the long-term.
Contact us and we’ll set up an appointment to talk.


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