North Fork Wealth Management was established at the end of 2020 when Shaun joined Paul at LPL Financial. Built on a shared commitment to comprehensive, client-focused service, our team works collaboratively to help individuals and businesses pursue their financial goals with confidence.

Shaun focuses on individual wealth management and retirement income planning, helping clients design personalized strategies to grow, protect, and distribute their wealth throughout retirement.

Paul and Tim specialize in employer-sponsored retirement plans, including 401(k) plans, Profit Sharing Plans, and Defined Benefit Plans, guiding business owners and plan sponsors through every stage—from plan design and implementation to ongoing education and fiduciary support.

Together, the North Fork Wealth Management team is dedicated to delivering customized financial strategies that prioritize your long-term stability and success. Whether you’re planning for your personal retirement or managing a company retirement plan, we work to ensure your financial future is secure and aligned with your goals.