The Shoreline Group is a dedicated team of financial advisors and staff committed to helping individuals and families work toward becoming good stewards of their financial decisions. By taking the time to understand what truly matters to each client, we go beyond merely analyzing financial numbers to uncover deeper goals, values and aspirations. We prioritize building meaningful relationships, helping ensure each financial strategy is not only practical but also aligned with our clients’ personal beliefs and life ambitions.
Rooted in out Christian faith, we view our work as a calling to bring light and a sense of reassurance into the often complex world of financial planning. With empathy and expertise, Shoreline Group aims to alleviate the worries and stress many people associate with managing their finances. Our mission is to provide thoughtful guidance and unwavering support, empowering clients to navigate their financial journeys with clarity, confidence and a sense of purpose.
With offices across central and southern Wisconsin, Shoreline Group proudly serves clients throughout the United States.
The Shoreline Group is a dedicated team of financial advisors and staff committed to helping individuals and families work toward becoming good stewards of their financial decisions. By taking the time to understand what truly matters to each client, we go beyond merely analyzing financial numbers to uncover deeper goals, values and aspirations. We prioritize building meaningful relationships, helping ensure each financial strategy is not only practical but also aligned with our clients’ personal beliefs and life ambitions.
Rooted in out Christian faith, we view our work as a calling to bring light and a sense of reassurance into the often complex world of financial planning. With empathy and expertise, Shoreline Group aims to alleviate the worries and stress many people associate with managing their finances. Our mission is to provide thoughtful guidance and unwavering support, empowering clients to navigate their financial journeys with clarity, confidence and a sense of purpose.
With offices across central and southern Wisconsin, Shoreline Group proudly serves clients throughout the United States.
Our story
Our goal is to help you attain financial clarity that aligns with your personal values and long-term needs so you can live more generously. Shoreline Group aims to take the stress out of wealth management, and strives to help you see money as a tool to enhance your life, as opposed to a weight that burdens your daily activities.
Our team
Our advice approach
Achieve financial clarity and confidence as you work toward your financial goals and dreams. Our advice approach is designed to be flexible to meet your needs and fluid enough to adapt to life changes. We'll start with a blueprint everyone's on board with and work from there.
How we work with you
When you work with us, you will have the knowledge, consistency, and support of our entire team no matter which office you choose to work with. Our range of expertise and life experiences make us an ideal partner for people looking for an ongoing advice-based relationship. We want to hear everything about you, including your beliefs, and unique situations, so we can help you with financial planning, investments, retirement and more.
Our solutions
About Thrivent
Community impact
Thrivent membership benefits
When you join Thrivent, you become part of something bigger. You share in the collective ownership of our company and you’re part of a community of people looking out for others. In addition to Thrivent’s financial expertise and solutions, membership provides eligible clients with tools and resources to make it easy to give of yourself and live a more meaningful life.
News and insights
What is a variable annuity & how does it work?
A variable annuity offers several key features: income in retirement, potential tax-deferred growth based on market performance, and—depending on the contract—potential to pass money on to your heirs. Check out this article for more information and let’s connect if you want to discuss how an annuity could help you reach your retirement goals.
Office information
Operating Hours:
Monday–Thursday: 8 a.m. to 5 p.m., Friday: 8 a.m. to 4 p.m., Saturday: by appointment
Address:
2608 Monroe St.Madison, WI 53711
Phone:
608-673-6130Operating Hours:
Monday–Saturday: 9 a.m. to 8 p.m.
Address:
6121 Green Bay Rd.Kenosha, WI 53142
Phone:
262-652-8150Operating Hours:
Monday–Friday: 9 a.m. to 5 p.m.
Address:
927 Main St.Racine, WI 53403
Phone:
262-237-9275Operating Hours:
Monday–Friday: 9 a.m. to 5 p.m.
Address:
20935 Swenson Dr.Waukesha, WI 53186
Phone:
414-441-5952Operating Hours:
By appointment only
Phone:
608-673-6130Operating Hours:
By appointment only