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From Launch to Legacy A PARTNERSHIP
BUILT FOR GROWTH

Why SHORE TO
SUMMIT?

AT STSWM we make going independent simple, we guide advisors every step of the way. We are committed to supporting and empowering financial advisors on this journey to independence.

- BEN SPIKER, COO & CO-FOUNDER

What Drives Us

Independence

We champion autonomy and entrepreneurial spirit, giving advisors the space to lead with purpose.

Collaboration

We believe in shared success, built through trust, transparency, and a culture of mutual respect.

Client-Centered Thinking

Every decision starts with what's best for the client. That's our compass.

Growth with Intention

We support advisors in growing their practices thoughtfully, with clarity, strategy and heart

Legacy & Continuity

We help advisors finish confidently and with lasting impact, honoring the journey—from launch to legacy. Allowing an advisor to extract the full value of their practice.

Authenticity

We show up with integrity, empathy and a commitment to real relationships, not just pushing transactions.

Video Transcript

A Growing Community of Advisors 14 LOCATIONS AND COUNTING

Florida

Naples
Melbourne
Vero Beach

Maryland

Annapolis
Bethesda

Mississippi

Starkville

Missouri

St. Louis

Montana

Bozeman

Oregon

Portland

Pennsylvania

Cranberry Township
Hanover
Minersville

Washington

Kenmore
Seattle

Curate a Life A SHORE
TO SUMMIT

We knew what it felt like to be unsupported, misunderstood, and stuck in a system that didn't honor the advisor journey. So we built something better — for ourselves, and for those who shared our values.

- SCOTT BROWN, CEO AND FOUNDING PARTNER

Investment and Insurance Products are:

Not Insured by the FDIC or Any Federal Government Agency
Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KY, MA, MD, MI, MN, MO, MS, MT, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV, WY). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

© 2025 Wells Fargo Clearing Services, LLC. All rights reserved.

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