BACKSHORE WEALTH MANAGEMENT GROUP

<p>Paul Briody CFP, David Maher CFP CPWA, Jennifer Navin CDFA, Sheryl Davis CRPS and Alex Wordsworth formed Backshore Wealth Management Group. We are a comprehensive retirement planning and wealth management practice with over 100 combined years of experience</p>... We can meet to review your situation to help ensure your financial objectives are being met. We also provide client educational events throughout the year to review current conditions in the markets as well as the economy... We operate a comprehensive retirement planning and wealth management practice that focuses on helping clients grow and preserve their wealth. Our process involves taking a big-picture view of our client's entire financial condition, including all assets and liabilities. We look at what our client's goals are and create an investment plan to help ensure that they are on track to achieve them.

Primary location: Williston United States