Shoreline Investment Strategies

Shoreline Investment Strategies

The Shoreline Investment Strategies team strongly believes in comprehensive wealth management including investment management, liability management and investment planning. Having a strategic plan will help to ensure you are on track to meet your unique financial goals. We leverage the capabilities of our global resources and our team based approach to provide clients with a wide variety of vehicles to help them achieve success.

Our team is positioned to provide you and your family with a superior experience. We strive to become the primary source of financial guidance for your family, providing you with comprehensive advice, financial direction, and risk management. We routinely review your current financial position and reevaluate your short term needs and long term goals. Our commitment is to you, to help ensure you and your family are on track towards financial success.

We invite you to explore our website to learn more about us as a team and what we do. If you would like to discuss your individual situation we are happy to sit down with you. To learn more, call or send an email. We are looking forward to working with you.

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Shoreline Investment Strategies Team

The Shoreline Investment Strategies group in Grove, OK is dedicated to empowering individuals, families and family offices to chart a proactive path to their financial future with comprehensive goals based advice that is built upon the four cornerstones of wealth management - Building, Managing, Protecting and Transitioning Wealth. Click the pictures below to learn more about the team.

Michael Borok, Managing Partner

Michael Borok

Managing Partner

Jack Wimer, Founding Partner

Jack Wimer

Founding Partner
Financial Advisor

Heather Beaumier, Senior Client Associate

Heather Beaumier

Senior Client Associate

Contact

We look forward to speaking with you.

Get In Touch
918.786.9142

Office Address
111 East 18th Street,
Grove, OK 74344

Hours
Mon-Fri 8:30AM – 4:00PM

Email
Michael.Borok@wfafinet.com
Jack.Wimer@wfafinet.com
Heather.Beaumier@wfafinet.com

Personalized Guidance

At Conservant Financial, we understand that each client has unique financial aspirations. Our approach combines deep understanding and market expertise to develop strategies tailored to your needs, ensuring your path is aligned with your financial vision.

Comprehensive Planning

Our holistic strategies integrate all facets of your financial framework, ensuring that your investments and estate plans work synergistically for optimal results.

Dedicated Team

Our collaborative team of professionals brings a wealth of knowledge and diverse skills together, guiding you with insights that make a significant difference to your financial success.
Meet Our Team

Proven Outcomes

Join the community of successful clients who have effectively gained and safeguarded their wealth through our proven strategies and guidance focused on excellence.

Conservant Financial

434 North Loop 1604 West
Suite 2203
San Antonio, TX 78232

210.591.7100
888.552.9350
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  • 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

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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),

Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. WFAFN uses the trade name Wells Fargo Advisors. 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.

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