Parkshore Wealth Management

Parkshore Wealth Management

Harold C. Anderson co-founded Parkshore Wealth Management in 2008, and the firm remains family-owned under President Daniel Andersen. It operates as an independent, fee-only Registered Investment Advisor from offices in Granite Bay and Folsom, California, and Lehi and Logan, Utah. The firm discloses a client base of over 1,000 families, concentrated among pre-retirees in the greater Sacramento and Utah markets with a stated minimum of $500,000 in investable assets. Parkshore’s strategy centers on financial planning delivered by CERTIFIED FINANCIAL PLANNER™ professionals, with an integrated tax capability provided by Enrolled Agents on staff — a combination that allows in-house portfolio management, retirement-income modeling, and estate-coordination. The firm structures client portfolios across public equities, fixed income, and cash-equivalent instruments; it does not publicly tag venture, private equity, or direct real-asset programs. Its geographic footprint spans northern California and Utah, serving individuals, high-net-worth households, and families. The team lists nine professionals including four named advisors, two of whom hold the dual CFP® and Enrolled Agent designations. Co-founder Harold C. Anderson retains an Advisor Emeritus role. In addition to its Granite Bay headquarters, the firm maintains offices in Folsom, Lehi, and Logan. Parkshore promotes its membership in industry alliances without specifying proprietary deal networks or institutional co-investment vehicles. Parkshore’s structural differentiator is its insistence that every advisor holds the CFP® designation while embedding Enrolled Agents inside the planning team — a deliberate choice that keeps tax-strategy authority in-house rather than outsourcing it. This architecture creates a single-point fiduciary for a client’s investment, retirement, and tax decisions, a posture that distinguishes the firm from the broker-dealer-backed wealth practices common in its regional footprint.