We can help build your financial future

Shorewood Financial Services combines the intimacy of a boutique practice with the global resources and financial strength of Wells Fargo Advisors Financial Network. The quality of our relationships with our clients and our tradition of excellence are built on trust, knowledge, service and reputation.

If you’d like to learn more about us and how we can help you, feel free to contact us.

Our Location

We’re conveniently located at the address below. Give us a call or stop by our office during business hours to schedule a meeting to discuss your financial future. By getting to know you and your financial outlook, we can begin charting an investment path toward your goals.

Our Services

Wells Fargo Advisors is one of the nation’s largest full-service retail investment companies and a non-bank affiliate of Wells Fargo & Company. In contrast to many other firms in the industry, we focus on supporting the client-advisor relationship rather than the client-firm relationship. We believe this philosophy clearly sets us apart from our peers.