Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.

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Team photo for South Shore Wealth Management
Team photo for South Shore Wealth Management

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Our advisors

Advisor photo for Joshua Shepherd

Joshua Shepherd

AAMS®

Financial Advisor

Managing Director
Learn more about Joshua Shepherd
Advisor photo for Keith Weinstein

Keith Weinstein

Financial Advisor

Vice President
Learn more about Keith Weinstein
Advisor photo for Jay Gordon

Jay Gordon

CRPC, APMA®

Financial Advisor

Associate Vice President
Learn more about Jay Gordon
Advisor photo for Anne-Marie McCormick

Anne-Marie McCormick

CRPC, FPQP®

Registered Practice Associate

Learn more about Anne-Marie McCormick


Our team

Benjamin Lee

Benjamin Lee

Registered Client Service Associate

Paula Avakian

Paula Avakian

Registered Client Service Associate,

Practice Manager
Arundhatti Chopra

Arundhatti Chopra

Client Service Associate