ShoreHaven Wealth Partners

Overview

ShoreHaven Wealth Partners was founded in 2020 by Larry Durso in Red Bank, New Jersey. The firm operates as a family-owned wealth manager structured to serve individuals, trusts, and corporations. The shop's stated focus is guiding clients toward a "work-optional" lifestyle, combining long-term planning with practical flexibility for financial milestones. The firm's strategy centers on fee-based financial planning and direct investment management. Disclosed offerings span retirement income, budgeting and cash flow analysis, and education planning on the personal side; for businesses, the focus covers succession planning, pre-liquidity planning, and executive benefits. ShoreHaven also coordinates insurance auditing across life, disability, and long-term care policies. Services extend to tax mitigation and charitable giving strategies, though specific portfolio holdings or asset-allocation targets are not publicly detailed. The firm serves a client base concentrated in the United States. The team size and total assets under management are not disclosed. ShoreHaven's structure includes integrated retirement and pension plan services for corporations, alongside personal financial planning. The firm's website emphasizes a legacy rooted in multigenerational solutions and family values — no additional offices or affiliated vehicles are publicly recorded. No verifiable operational event from the last 24 months was identified in available sources. The key structural differentiator for ShoreHaven is its explicit positioning as a family-owned wealth manager that blends old-world values with new-world financial planning — specifically targeting the "work-optional" lifestyle rather than pure asset accumulation. This niche, coupled with direct insurance auditing and pre-liquidity planning for business owners, shapes a model distinct from larger, product-driven wealth platforms.