Surviving Spouses

Navigating finances after loss requires compassion and clarity. Our advisors help surviving spouses manage assets, plan for income, and secure their financial future.

Income replacement strategies
Estate settlement guidance
yInvestment management considerations/li>
Support for long‑term financial independence

Continuing the Conversation: A Family Financial Continuity Guide

Surviving spouses can use this guide to preserve wealth and connect with Shoreline Wealth Management for compassionate continuity planning.

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Talk to an Experienced Financial Advisor

We'd love to hear from you! Please fill out the form and we'll get back to you as soon as possible.

First Name * Last Name * Email * Phone Number * We're expanding our partnerships and are eager to assist those with investable assets of $250,000+ or those seeking retirement planning. Office location preference: Anything else you'd like to tell us about yourself? How did you hear about us?

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Our Advisors Specializing in Surviving Spouses:

David F. Crossan, CFP®, CLU®, CRC®

Managing Partner, Manchester Office

Phone: 732-902-7881

Email: DavidCrossan@ShorelineWealth.com

Meet with David

John P. Stephens Jr.

Managing Partner, Manahawkin Office

Phone: 609-710-5561

Email: JohnStephens@ShorelineWealth.com

Meet with John