As the world evolves, so do the financial products in the market. Therefore, choosing the ones to best meet your needs can be quite complicated, and that is why we are here to help.
Managing ones assets, implementing diverse investment strategies, and saving for retirement are some of the key components to a financial plan. We know preserving current wealth and determining the proper amount to save is critical. Therefore, by diversifying your assets, understanding your financial condition, and accessing your future needs, our advisors will establish a plan to help you meet your financial objectives*.
Risk management and insurances are essential to any comprehensive financial security plan. Life insurance, Long Term Care, Disability Income and Liability Protection are some of the ways you can protect yourself, and your family, from undue hardship and unpredictable events.
After a lifetime of receiving an employee paycheck , creating a smooth and seamless transition to a retirement paycheck is imperative. Steady cash flow with a direct deposit to your bank account, just like your former employer did, can take anxiety out of your day to day spending.
A death is always difficult, but it can be less challenging with a proper estate plan. Estate Planning ahead of a death can ease the financial transition in a very emotional time. Probate avoidance, estate tax minimization,and the peace of mind of knowing where your assets will go are a few of the benefits of this type of planning.
Investing in stocks, bonds, and mutual funds are not the only options anymore. Sometimes it can make sense for an investor to utilize a strategy that incorporates dynamic investments that aren’t always correlated with the stock market. Most investments only make money when markets go up. It's critical to have some of your money allocated for potential growth in all circumstances. +
Everyone has their own reason for gifting their assets or a portion of their income to charitable organizations. Some find comfort in helping others who are less fortunate, some simply want to share their good fortune, and some are looking to maximize tax savings opportunities.
*Asset allocation or diversification do not guarantee a profit or protect against a loss.
+You should be aware of and carefully consider the following points before determining whether alternative investments are appropriate for you. Alternative investments include, but are not limited to, investments in hedge funds, fund of hedge funds, CTAs, private equity funds, real estate funds and managed account platforms. Alternative investments are very speculative and are highly risky. Alternative investments are not regulated. They may employ speculative and risky investment strategies. They may have limited liquidity and carry high management fees. They may have little or no operating or performance history. Past performance is no guarantee of future results. There are no guarantees of profit.
THE ABOVE GENERAL SUMMARY IS NOT A COMPLETE LIST OF THE RISKS AND OTHER IMPORTANT DISCLOSURES INVOLVED IN INVESTING IN ALTERNATIVE INVESTMENTS AND, WITH RESPECT TO ANY PARTICULAR ALTERNATIVE INVESTMENT, IS SUBJECT TO THE MORE COMPLETE AND SPECIFIC DISCLOSURES CONTAINED IN SUCH ALTERNATIVE INVESTMENT'S RESPECTIVE OFFERING DOCUMENTS. BEFORE MAKING ANY INVESTMENT, AN INVESTOR SHOULD THOROUGHLY REVIEW AN ALTERNATIVE INVESTMENT'S OFFERING DOCUMENTS WITH THE INVESTOR'S FINANCIAL, LEGAL AND TAX ADVISOR TO DETERMINE WHETHER AN INVESTMENT IN THE ALTERNATIVE INVESTMENT IS SUITABLE FOR THE INVESTOR IN LIGHT OF THE INVESTOR'S INVESTMENT OBJECTIVES, FINANCIAL CIRCUMSTANCES AND TAX SITUATION.
Learn more about our amazing team of professionals.
Lew Shore founded his practice in 1974, and serves as a Principal of Shore Morgan Young. With over 45 years of experience in the industry, Lew's prevailing techniques in financial planning assist SMY’s clients in moving toward the results they desire. Lew has built a leading team of specialists with experience in a number of financial planning disciplines.
Lew received a Bachelor of Science degree in Business Administration from Ohio University, and has been involved in many professional and community organizations throughout his career. Lew enjoys golfing, traveling, and spending time with his wife, Donna, and their son, Spencer.
Jon Morgan started his practice in 1989. He partnered with Lew Shore to form Shore Morgan Financial Advisors in 1995. With over 30 years financial experience and his Series 7 and 63 registrations, Jon’s passion is to help individuals and business owners work toward their strategic financial planning goals. Today, as a Principal of Shore Morgan Young, he continues to use his in-depth knowledge and experience to help create appropriate strategies for his clients and oversee a multi-disciplinary team of financial planning professionals.
Jon received a Bachelor of Science in Business Administration from The Ohio State University, and is active in many community organizations. He is an avid cyclist and enjoys traveling and spending time with his family and friends.
Marya Young came to the firm in 2002, with over 20 years experience in the financial services industry. She became partner in 2004, creating Shore Morgan Young, LLC. Her work in private banking provides Mrs. Young with an extensive knowledge in wealth management, mortgages, and other financial services. As a Principal at Shore Morgan Young, Marya has a strong passion for assisting clients with achieving their overall financial goals.
In addition to her education at The Ohio State University, Marya has served on many professional and community boards, and holds FINRA Series 7 and 63 registrations.
Wayne has worked with Lew Shore and the Shore Morgan Young team for the past three decades. He has extensive knowledge and experience with life, health, disability, and long-term care insurance. As Vice President for Insurance Services, Wayne handles both personal and corporate insurance consulting and sales. Wayne holds a Series 6 registration.
Wayne received a Bachelors of Science in Business Administration with a minor in Industrial Management from Franklin University. In his free time, Wayne enjoys golfing, even with deteriorating skills, and spending time with his grandchildren, Lex and Jake.
As Managing Director of Financial Analysis for Shore Morgan Young, Patricia meets with each client to gather information, prepare various analyses needed for every clients plan, and presents the plan. With over 20 years experience in the financial planning field, Patricia has been an invaluable support to the SMY team since her start in 2003. She became a CERTIFIED FINANCIAL PLANNER™ practitioner in 1994, she is FINRA Series 7 and 63 registered, and a licensed insurance agent for accident & health, life and variable annuity products.
Patricia received a Bachelor of Science in Business Administration from The Ohio State University. She lives in Worthington with her husband, Dave, and enjoys their time together with family and friends.
Elyse is the Executive Assistant for Shore Morgan Young. Along with maintaining the Executives and staff calendar, she coordinates the Financial Reviews, welcomes all Clients and Guests and handles the daily office administration. She had worked at two major brokerage firms before “pausing” her career to raise her family. Elyse joined Shore Morgan Young in 2011.
She and her husband Chris have three children, one out and two still in college, but they have heard a rumor that a day will come where they no longer need to give away their money to something called the “University of…” They look forward to that.
Elyse has a Degree in Paralegal Studies from Rockhurst College in Kansas City, MO
Mengtian, better known as Menty, joined Shore Morgan Young in 2015. Menty assists the investment team by preparing client reviews, analyzing portfolios and investments, and maintaining client information. She holds a FINRA Series 7 registration, is insurance licensed for accident & health and life, and maintains a Chartered Financial Analyst (CFA) designation.
Menty received a Master’s Degree in Finance with an emphasis in Investment Banking from Tulane University and Bachelor of Science in Business Administration from the Ohio State University. In her free time, she enjoys spending time with family and friends, traveling, and reading.
Adam Osterling, CFP®
Chief Compliance Officer & Client Service Specialist
As the Chief Compliance Officer and Client Service Specialist, Adam leads the Compliance Department of Private Wealth Strategies, L.L.C. in developing, implementing, and monitoring the firm's policies and procedures as well as training staff on these various policies and procedures. He also works in the Investment Operations Department by preparing new account paperwork, preparing client’s portfolio reviews, online client interaction, maintaining client information, trading securities, monitoring monetary transactions, and more.
He also works closely with the Financial Planning Team by helping assemble financial data and using this data to assist in creating financial independence projections and financial plans. He became a CERTIFIED FINANCIAL PLANNER™ practitioner in 2020. He also holds his Series 7 FINRA General Securities registration, his Series 66 FINRA designation, and his Ohio Life, Accident and Health Insurance License.
Adam joined Shore Morgan Young in 2017. He graduated from The Ohio State University in 2015 with a Bachelor of Arts in Economics. In his spare time, Adam enjoys spending time with his loved ones and pets, anything involving the outdoors, hunting and fishing, and is an avid road cyclist.
As a Compliance Manager and Client Service Specialist, Mikel assists in overseeing, implementing, and maintaining the firm's compliance policies and procedures as well as assisting the investment team and financial planning team through client on-boarding, logging trade transactions, trading securities, and investment analysis. He holds his FINRA Series 7 and 66 registrations and his Ohio Life, Accident and Health Insurance License.
Mikel joined Shore Morgan Young in 2017. He graduated from Ohio University in 2017 with a Bachelor of Science in Economics, a Minor in Screenwriting, and a certificate in Real Estate. In his spare time, Mikel enjoys spending time with his family and friends, exercising, writing, and going to concerts.
Wendy is the firm’s accountant and human resources professional. Wendy joined Shore Morgan Young in 2017 with 25 years of experience. She graduated from Ohio University with a Bachelor of Business Administration. In her spare time, Wendy enjoys spending time with family, traveling, attending concerts and playing tennis.
Chief Morale Officer
Don't hesitate to get in touch with us. We would love the opportunity to become your trusted advisor.
Private Wealth Strategies, L.L.C, is a Registered Investment Adviser. Advisory services offered through Private Wealth Strategies, L.L.C, Capital Analysts or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC. (www.lincolninvestment.com). Shore Morgan Young Wealth Strategies and Private Wealth Strategies, L.L.C. are independent of and not affiliated with Capital Analysts or Lincoln Investment. Information presented is for educational purposes only and does not intend to make an offer of solicitation for the sale or purchase of any specific securities product, service, or investment strategy. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser, tax professional, or attorney before implementing any strategy or recommendation discussed herein. Lincoln Investment and Capital Analysts are registered as investment advisers with the U.S. Securities and Exchange Commission and Lincoln Investment is registered as a broker/dealer in all 50 states. Lincoln Investment, Capital Analysts and its Financial Representatives may only transact business in a particular state if first registered and only after complying with registration requirements. When you link to any of these websites provided here, you are leaving this site. We make no representation as to the completeness or accuracy of information provided at these sites. Nor are we liable for any direct or indirect technical or system issues or consequences arising out of your access to or use of these third-party sites. When you access one of these sites, you are leaving our website and assume total responsibility for your use of the sites you are visiting. Calculators are provided only as general self-help planning tools. Results depend on many factors, including the assumptions you provide and may vary with each use and over time. We do not guarantee their accuracy, or applicability to your circumstances. Tax, legal, or Social Security claiming advice is not offered through, nor supervised by Private Wealth Strategies, L.L.C, Lincoln Investment, or Capital Analysts.