ShoreHaven Wealth Partners

Shorehaven Wealth Partners is an independent wealth management firm located in Red Bank, New Jersey. Established in 2020, the firm provides a range of advisory services, including financial planning, consulting, and investment management. Shorehaven focuses on a select group of affluent multigenerational families and high-net-worth individuals, with many clients being family-owned businesses. The firm’s assets are managed by its executive management team, ensuring a personalized approach to wealth management tailored to the unique needs of its clientele.

Lawrence Durso

Founding Partner and Chairman

Michael Durso

Co-Founder, Founding Partner, CEO and Chief Investment Officer

Michael Lombardi

Co-Founder, Founding Partner and Chief Planning Officer

1 past transactions

Stackwell

Seed Round in 2022
Stackwell is a fintech company dedicated to closing the racial wealth gap in America. It offers a digital investment platform tailored for the Black community, providing automated portfolio construction, educational content, and partnerships with various institutions to empower users with financial tools and guidance for long-term wealth building.
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