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Multi Family OfficeInvests through funds, not into companiesLAST VERIFIED Jul 2026 · 1 SOURCES

Parkshore Wealth Management

Multi family office in Granite Bay, United States, founded 2008.

Identity

HEADQUARTERS
Granite Bay, United States
OFFICES
Folsom, CA, United States · Lehi, UT, United States · Logan, UT, United States
FOUNDED
2008

Overview

Founded in 2008, this multi family office has its headquarters in Granite Bay, United States. Other offices: Folsom, CA, United States; Lehi, UT, United States; Logan, UT, United States; 4 people are named on its team.

People

  • Daniel Andersen
    President and Senior Advisor · source
  • John-Thomas Lloyd
    Advisor · source
  • Trevor Stone
    Advisor · source
  • Harold C. Anderson
    Co-founder | Advisor Emeritus · source

Frequently asked questions

Parkshore Wealth Management is a multi family office based in Granite Bay, the United States, founded in 2008.

Parkshore Wealth Management does not publicly state whether it puts its own money into companies or invests through funds.

Key people at Parkshore Wealth Management include Daniel Andersen (President and Senior Advisor), John-Thomas Lloyd (Advisor), Trevor Stone (Advisor) and Harold C. Anderson (Co-founder | Advisor Emeritus).