Acquisition of Orienteer Financial of Essex, MA
/in NewsShorepoint Capital Partners LLC is pleased to announce the acquisition of Orienteer Financial of Essex, MA, an independent registered investment advisor. As a part of this merger, Shorepoint will be joined by Orienteer founder and Senior Wealth Manager, Brian C. Keating, CFP®. Brian brings over two decades of financial planning and investment management experience to […]
2014 Five Star Professional
/in NewsFor the second year in a row, Tim Vanech was recognized as a Five Star Wealth Manager by Boston magazine and Five Star Professional. Candidates for the award had to meet 10 object criteria that are associated with wealth managers who provide quality services to their clients. Among the 5 eligibility criteria, candidates needed to […]
The Suit Magazine: Singles and Doubles for Rounding the Financial Diamond
/in NewsOne need look no further than popular investment advice columns published this fall in Forbes, Investopedia, U.S. News and World Report and the Wall Street Journal to recognize that today’s trend focuses on caution. Wall Street gurus continue to emphasize the benefits of “conservative” investing and that theme isn’t lost on investors working outside New […]
Wall Street Transcript: Investing in Attractive Valuations and Consistent Dividends
/in NewsLuis Raposo, one of the founders of Shorepoint Capital Partners, was interviewed by The Wall Street Transcript in January 2013. In the article, he shares his ideas on investing, both in general and for 2013. He talks about his own background in the financial industry, as well as Shorepoint’s place among other wealth managers. Mr. […]
