wiseradvisor

Marc Lieberman
Shorepine Wealth Management

Tel: (415) 888-3954
1610 Tiburon Boulevard Suite 202
Belvedere Tiburon, CA 94920

Trusted advice to protect you from the elements

Shorepine Wealth Management | Financial Advisor in Belvedere Tiburon ,CA


About Shorepine Wealth Management

Located in Tiburon, CA, Shorepine Wealth Management, LLC advises individuals, foundations and endowments on all aspects of their wealth management. Providing institutional level money management expertise with the care and responsibility you need in todays marketplace is at the core of our passion. As an independent RIA (Registered Investment Advisor), we help our clients achieve their goals in the manner best suited to their unique situation and risk tolerances.


General Information

Firm Start Year:   2017
States Licensed in:   CA, NY, TX, HI, MA
Number of Years with Current Firm:   3
I work with the following types of clients:   Non-Profit Organizations, Individual Investors, Investment Clubs, Businesses


Services

Investment Types:   Mutual Funds, Bonds, Exchange Traded Funds (ETFs), Stocks, Socially Responsible Investments (SRI)
I can meet clients in the following ways:   Via phone, Via email, At your home, Video Conference, At my office, At your office


Compliance

Registered Investment Advisor:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee Only
Compensation Methods:   Based on Assets, Hourly
Fee % Based on Assets:   Varies
Minimum Fee Charged for Managed Accounts:   $2500 per year


Board Positions

Organization:  CFA Society of San Francisco  San Francisco, CA
Position :  President
Duration :  06/01/2013-06/01/2014

Organization:  CFA Society of San Francisco  San Francisco, CA
Position :  Board Member
Duration :  06/01/2008-06/01/2015

Organization:  Strawberry Recreation District  Mill Valley, CA
Position :  Secretary
Duration :  12/04/2019-Currently holding


Education

Bachelor of Science - Socially Responsible Investing  University of Vermont - Burlington, VT
09/01/1991-03/01/1997



Faqs

  • What are your qualifications? What is your education background? Marc has spent more than 20 years in the investment industry. He embodies a unique combination of skills that includes managing portfolios ranging in size from less than $1 Million to over $600 Million, fundamentally analyzing companies as a securities analyst, working in the mutual fund industry and clerking on the floor of the New York Stock Exchange. Marc successfully completed all three levels of the CFA examination and earned the right to use the Chartered Financial Analyst (CFA) designation in 2006. This rigorous course of study is globally recognized as the designation of distinction for institutional and private wealth money managers and analysts. CFA Charterholders are held to the highest of professional standards and adhere to the CFA Institutes Code of Ethics and Standards of Professional Conduct.
  • What is your approach to financial planning? Upon initial consultation, we will collectively establish the best plan for you and your family's unique circumstances. This plan will be reviewed and adjusted at least annually and more often as circumstances dictate. Life planning, goal setting and wealth accumulation are constantly changing endeavors and we are there to advise you at every step along the way. We employ a well established financial planning tool that is web-based and interactive. Each client has their own personal portal for the life of their relationship with Shorepine Wealth Management.
  • What services do you offer? INVESTMENT MANAGEMENT / VALUE DRIVEN INVESTMENTS (SOCIALLY RESPONSIBLE INVESTMENTS) / FINANCIAL PLANNING / SMALL COMPANY DEFINED BENEFIT AND 401(K) PLANS / EDUCATIONAL SAVINGS PLANS / ESTATE GUIDANCE / FOUNDATIONS AND ENDOWMENTS INVESTMENT MANAGEMENT AND ADVICE
  • Will you be the only person working with me? Yes. I personally manage all of my own client relationships.
  • How are you compensated? How will I pay for your services? Fees for my service are calculated as a percentage of assets under management. Our fees decrease as the asset level increases. We are a fee-only financial advisory firm. This means that we do not sell any financial products or receive any commissions, or back-end sales charges. The only compensation we receive is the fee stated above. This removes the conflicts of interest that exist in other wealth management models. My only incentive is to grow your account.
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Marc Lieberman

Marc Lieberman

CFA®

Marc has spent more than 20 years in the investment industry. He embodies a unique combination of skills that includes managing portfolios ranging in size from less than $1 Million to over $600 Million, fundamentally analyzing companies as a securities analyst, working in the mutual fund industry and clerking on the floor of the New York Stock Exchange. Marc successfully completed all three levels of the CFA examination and earned the right to use the Chartered Financial Analyst (CFA) designation in 2006. This rigorous course of study is globally recognized as the designation of distinction for institutional and private wealth money managers and analysts. CFA Charterholders are held to the highest of professional standards and adhere to the CFA Institutes Code of Ethics and Standards of Professional Conduct.

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My Services

Financial Planning for Businesses

As a small company you want to ensure you are saving as much as possible for your retirement as well as that of your employees. Shorepine Wealth Management has helped small companies build and manage small defined benefit plans and 401(k)s. These plans can not only significantly increase the amount a typical small company owner saves versus traditional SEP or SIMPLE IRAs, the tax savings can also be significant. Oftentimes the result is 2 or 3 times what they were saving before in pre-tax dollars. We work with third party administrators to help establish the plan, maintain record keeping, file the appropriate documents and ensure your plan is on track and within all regulatory requirements. We also mange the investments where appropriate.


Financial Planning for Individuals

Upon initial consultation, we will collectively establish the best plan for you and your family's unique circumstances. This plan will be reviewed and adjusted at least annually and more often as circumstances dictate. Life planning, goal setting and wealth accumulation are constantly changing endeavors and we are there to advise you at every step along the way. We employ a well established financial planning tool that is web-based and interactive. Each client has their own personal portal for the life of their relationship with Shorepine Wealth Management.


Portfolio Management

Each client is different with differing needs, objectives and risk tolerances. So each account will vary by those factors. That being said, I employ a CORE Equity strategy (US large cap stocks) surrounded by low cost ETFs for most of my clients. Clients with fewer assets will likely receive an ETF-only portfolio, to save on costs. All of our strategies employ an opportunistic rebalancing strategy and have a focus on reducing costs and taxes wherever possible. We also employ tax loss harvesting to help reduce taxes when we can.


Office Hours

wiseradvisor-balck-li-img Sun. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Mon. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Sat. 9:00 AM - 6:00 PM

Communities Served

Focus on San Francisco Bay Area. National capabilities.

Social Networks

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