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About Us

Shorepoint Capital Partners LLC

Shorepoint Capital Partners LLC was founded in 2009 by Tim Vanech and Luis Raposo, CFA as a privately owned registered investment advisor that provides customized wealth planning and asset management services to individuals, families, businesses and nonprofit organizations. We currently manage over $700 million in client assets.

Our Team

“When we started Shorepoint, our goal was to help clients achieve their short- and long-term financial objectives, deliver strong investment performance and provide a high level of customized service. We work hard to exceed their expectations every day.”

Our Mission

We established Shorepoint because we wanted to put our 50+ years of combined financial services experience to work directly for our clients—no middlemen, no commissions, no corporate hierarchy. As a privately owned firm, we are free to make decisions and implement them without delay. That independence lets us keep our focus where it should be: providing objective advice to you.

“As fiduciaries, we have deep connection to, and often a lifelong relationship with, our clients and their families. That sacred trust and our commitment to serve our clients and put their needs above all else are big responsibilities, but they’re also exciting and very fulfilling.”

Our Commitment to You

We share a commitment to highly personalized service and professional integrity, so you can be confident that you’ll receive:

  • Fee-only registered investment advisor with a fiduciary responsibility to act in your best interests.
  • Thoughtful, objective advice on all aspects of your financial life.
  • Experienced, professional investment management.
  • Customized investment and wealth management solutions.
  • Direct access to us whenever you have a question.
  • Full transparency in everything we do.
How We Work With You

Our Commitment to Community

Shorepoint believes in being an active member of our community.

Community Involvement

For detailed information about Shorepoint Capital Partners LLC’s ownership, qualifications and business practices, you can download our Firm Brochure—Part 2A of Form ADV.

Additional information about Shorepoint Capital Partners LLC is available on the SEC’s website at https://adviserinfo.sec.gov.

Call or email us today to arrange a consultation with Managing Directors Tim Vanech and Luis Raposo, CFA.

Contact us

Five Star Wealth Manager

Tim Vanech and Luis Raposo, CFA, have been recognized as Five Star Wealth Managers by Boston Magazine and Five Star Professional for the last 12 and 10 years, respectively. Five Star Award Winners are chosen from thousands of wealth managers for their knowledge, service, experience and demonstrated excellence in meeting 10 objective criteria, including:

  • Actively working as credentialed professionals in financial services for at least 5 years.
  • Favorable regulatory and complaint history review.
  • Accepting new clients.
  • Client retention rates.
  • Number of households served.
  • Education and professional designations.
Learn More

About Us

Shorepoint Capital Partners LLC

Shorepoint Capital Partners LLC was founded in 2009 by Tim Vanech and Luis Raposo, CFA as a privately owned registered investment advisor that provides customized wealth planning and asset management services to individuals, families, businesses and nonprofit organizations. We currently manage over $700 million in client assets.

Our Team

“When we started Shorepoint, our goal was to help clients achieve their short- and long-term financial objectives, deliver strong investment performance and provide a high level of customized service. We work hard to exceed their expectations every day.”

Our Mission

We established Shorepoint because we wanted to put our 50+ years of combined financial services experience to work directly for our clients—no middlemen, no commissions, no corporate hierarchy. As a privately owned firm, we are free to make decisions and implement them without delay. That independence lets us keep our focus where it should be: providing objective advice to you.

“As fiduciaries, we have deep connection to, and often a lifelong relationship with, our clients and their families. That sacred trust and our commitment to serve our clients and put their needs above all else are big responsibilities, but they’re also exciting and very fulfilling.”

Our Commitment to You

We share a commitment to highly personalized service and professional integrity, so you can be confident that you’ll receive:

  • Fee-only registered investment advisor with a fiduciary responsibility to act in your best interests.
  • Thoughtful, objective advice on all aspects of your financial life.
  • Experienced, professional investment management.
  • Customized investment and wealth management solutions.
  • Direct access to us whenever you have a question.
  • Full transparency in everything we do.
How We Work With You

Our Commitment to Community

Shorepoint believes in being an active member of our community.

Community Involvement

For detailed information about Shorepoint Capital Partners LLC’s ownership, qualifications and business practices, you can download our Firm Brochure—Part 2A of Form ADV.

Additional information about Shorepoint Capital Partners LLC is available on the SEC’s website at https://adviserinfo.sec.gov.

Call or email us today to arrange a consultation with Managing Directors Tim Vanech and Luis Raposo, CFA.

Contact us

Five Star Wealth Manager

Tim Vanech and Luis Raposo, CFA, have been recognized as Five Star Wealth Managers by Boston Magazine and Five Star Professional for the last 12 and 10 years, respectively. Five Star Award Winners are chosen from thousands of wealth managers for their knowledge, service, experience and demonstrated excellence in meeting 10 objective criteria, including:

  • Actively working as credentialed professionals in financial services for at least 5 years.
  • Favorable regulatory and complaint history review.
  • Accepting new clients.
  • Client retention rates.
  • Number of households served.
  • Education and professional designations.
Learn More