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.
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.fit organizations. We currently manage over $700 million in client assets.
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:
220 Norwood Park South
Norwood, MA 02062
781-341-7250
781-341-7246 (fax)
Managing Director
Managing Director,
Chief Investment Officer
