Shorepoint Capital Partners LLC

Identifying Opportunity.
Navigating Risk.

Individuals and Families

Goals-based wealth planning and customized investments ensure your financial security now and in the future.

Institutions

We offer institutional-quality investment management and advisory services to foundations, endowments, and charities.

Small Businesses

At Shorepoint, you can expect financial guidance, cash flow management, and access to a network of trusted professionals.

Employee Benefit Plans

Creating corporate retirement plans, minimizing fiduciary risk for executives, owners, and HR professionals.

Personalized Wealth Management
for Your Unique Goals

You don’t manage your life, your business or your organization to conform to a generic model. Why would you settle for a wealth manager that expects you to?

At Shorepoint Capital Partners, we don’t think you should. That’s why we offer an alternative to the one-size-fits-all approach to wealth planning and investment management.

You won’t find cookie-cutter solutions at Shorepoint. What you will find is an independent firm where you have a personal relationship with experienced professionals who understand you, your goals and how to get you there.

Planning & Investment Services

We only answer to you.

No middlemen, no commissions, no corporate hierarchy. Remaining privately owned keeps our focus where it should be: providing objective financial advice and customized wealth management strategies for you.

Shorepoint’s team has over 100 years’ collective experience providing financial advice, asset management and client service to individuals and families, institutions, businesses and retirement plan sponsors.

Meet Our Team

Your Life. Your Plans.
Your Assets.

We know that selecting a wealth advisor and investment manager is an important decision, and we want to give you all the information you need to select the right firm for you, your business or your organization. We welcome your questions and look forward to getting to know more about how we can help you meet your objectives.

Contact us today to set up a consultation with Managing Directors Tim Vanech and Luis Raposo, CFA.

Contact Us Today

Shorepoint Capital Partners LLC

Identifying Opportunity.
Navigating Risk.

Individuals and Families

Goals-based wealth planning and customized investments ensure your financial security now and in the future.

Institutions

We offer institutional-quality investment management and advisory services to foundations, endowments, and charities.

Small Businesses

At Shorepoint, you can expect financial guidance, cash flow management, and access to a network of trusted professionals.

Employee Benefit Plans

Creating corporate retirement plans, minimizing fiduciary risk for executives, owners, and HR professionals.

professional female sitting at desk reviewing financial paperwork in front of laptop

Personalized Wealth Management for Your Unique Goals

You don’t manage your life, your business or your organization to conform to a generic model. Why would you settle for a wealth manager that expects you to?

At Shorepoint Capital Partners, we don’t think you should. That’s why we offer an alternative to the one-size-fits-all approach to wealth planning and investment management.

You won’t find cookie-cutter solutions at Shorepoint. What you will find is an independent firm where you have a personal relationship with experienced professionals who understand you, your goals and how to get you there.

Planning & Investment Services

Shorepoint principals Tim Vanech and Luis Raposo

We only answer to you.

No middlemen, no commissions, no corporate hierarchy. Remaining privately owned keeps our focus where it should be: providing objective financial advice and customized wealth management strategies for you.

Shorepoint’s team has over 100 years’ collective experience providing financial advice, asset management and client service to individuals and families, institutions, businesses and retirement plan sponsors.

Meet Our Team

Your Life. Your Plans.Your Assets.

We know that selecting a wealth advisor and investment manager is an important decision, and we want to give you all the information you need to select the right firm for you, your business or your organization. We welcome your questions and look forward to getting to know more about how we can help you meet your objectives.

Contact us today to set up a consultation with Managing Directors Tim Vanech and Luis Raposo, CFA.

Contact Us Today

Shorepoint Capital Partners LLC

Identifying Opportunity.Navigating Risk.

Personalized Wealth Managementfor Your Unique Goals

We only answer to you.

Your Life. Your Plans.Your Assets.

Shorepoint Capital Partners LLC

Identifying Opportunity.Navigating Risk.

Personalized Wealth Management for Your Unique Goals

We only answer to you.

Your Life. Your Plans.Your Assets.