Joseph Lantz

Role: Managing Director at Shorebridge Wealth Management, LLC
Location: Pittsburgh, PA, US
LinkedIn followers: 500 followers

General Business & ManagementView LinkedIn profile

About Joseph Lantz

I work with both institutional and individual clients and have a particularly strong…

Experience

Managing Director
Shorebridge Wealth Management, LLC
Aug 2022 — Present
I support the development and growth of our institutional advisory and consulting business. Securities offered through Raymond James Financial Services, Inc, member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section. Shorebridge Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services.

Skills

Portfolio Management
Market Research
Endowment Funds
Foundations
Asset Allocation
Investment Advisory
Strategy
Competitive Analysis
Due Diligence
Pensions
Performance Attribution
Investment Strategies
Nonprofits
Product Development
Institutional Investments
Investment Management

Contact information

Verified work emails, personal emails, and direct dials — unlocked in one click.

Work email
•••••@shorebridgewm.com
Personal email
•••••@•••••.com
Direct dial
+•• ••• ••• ••••

Unlock verified contacts

Free to start · No credit card required

Current company

Shorebridge Wealth Management, LLC

Investment Management · 9 employees · Founded 2013 · Pittsburgh, Pennsylvania, United States

About our practice: Shorebridge Wealth Management is located on Washington’s Landing in Pittsburgh. We understand your personal goals are not only unique to you but essential to your financial future. As a result, your personal financial strategy and investment portfolios should be tailored specifically to you. At Shorebridge Wealth Management, our team of dedicated professionals will work with you to build a financial strategy that encompasses all aspects of your financial life. We will help you plan for every milestone, identify overlooked gaps and overcome life's unexpected challenges. Through our exceptional customer service and attention to detail along with our disciplined planning process, it is our goal to build meaningful relationships and lasting partnerships. Put simply, our goal is to help you live your best life. "Trust that spans a lifetime" is more than just our motto, it is our pledge to you. ***************** Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smicd.htm Shorebridge Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc., member FINRA/SIPC. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

shorebridgewm.com

Find verified contacts for anyone on LinkedIn

Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.

Start for free See how it works

Free plan included · No credit card required

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

About Joseph Lantz

Experience

Managing Director

Skills

Find verified contacts for anyone on LinkedIn