Identifying
Opportunity.
Navigating
Risk.
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. We work together to develop customized wealth management solutions for our clients. As a Shorepoint client, every one of us puts our experience to work for you under the leadership of your wealth advisor.
Our co-founders, Tim Vanech and Luis Raposo, CFA, have been named Five Star Wealth Managers by Boston Magazine and Five Star Professional for the last 12 and 10 years, respectively. This prestigious designation is based on rigorous independent review and objective criteria that include favorable regulatory and compliance history, client retention rates, number of households served, education and professional designations.
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. We work together to develop customized wealth management solutions for our clients. As a Shorepoint client, every one of us puts our experience to work for you under the leadership of your wealth advisor.
Our co-founders, Tim Vanech and Luis Raposo, CFA, have been named Five Star Wealth Managers by Boston Magazine and Five Star Professional for the last 12 and 10 years, respectively. This prestigious designation is based on rigorous independent review and objective criteria that include favorable regulatory and compliance history, client retention rates, number of households served, education and professional designations.
