Identifying
Opportunity.
Navigating
Risk.
Shorepoint offers customized, fee-only wealth planning, investment management and financial advisory services to individuals and families; endowments, foundations and other institutions; small businesses; and retirement plans.
Those services include:
Our objective is to help clients achieve their financial goals with the least amount of risk.
Our investment objective is to help clients achieve their goals with the least amount of risk.
We’re a small, privately owned and wholly independent firm with extensive capabilities normally found only in large financial institutions. We understand that no two individuals or organizations are alike, and we put our 90+ years of financial advisory and investment management expertise to work for you to create customized wealth plans and investment solutions to help you achieve your goals.
As a privately owned, fee-only registered investment advisor, we have a fiduciary duty to always act in our clients’ best interest. We don’t receive incentives from a parent company or outside parties. As a Shorepoint client, you can be confident that you’ll always receive independent, objective advice on all aspects of your financial life.
As a Shorepoint client, you’ll have 24/7 access to your account and portfolio information through a secure web portal. You’ll always have direct access to us—by phone, email or in person—whether you want to keep us up-to-date on changes in your life, have questions about your portfolio or are seeking advice about new business or retirement options. And if you want to get our latest insights about the financial markets and wealth management strategies, please sign up for our newsletter.
Shorepoint offers customized, fee-only wealth planning, investment management and financial advisory services to individuals and families; endowments, foundations and other institutions; small businesses; and retirement plans.
Those services include:
Our objective is to help clients achieve their financial goals with the least amount of risk.
Our investment objective is to help clients achieve their goals with the least amount of risk.
We’re a small, privately owned and wholly independent firm with extensive capabilities normally found only in large financial institutions. We understand that no two individuals or organizations are alike, and we put our 90+ years of financial advisory and investment management expertise to work for you to create customized wealth plans and investment solutions to help you achieve your goals.
As a privately owned, fee-only registered investment advisor, we have a fiduciary duty to always act in our clients’ best interest. We don’t receive incentives from a parent company or outside parties. As a Shorepoint client, you can be confident that you’ll always receive independent, objective advice on all aspects of your financial life.
As a Shorepoint client, you’ll have 24/7 access to your account and portfolio information through a secure web portal. You’ll always have direct access to us—by phone, email or in person—whether you want to keep us up-to-date on changes in your life, have questions about your portfolio or are seeking advice about new business or retirement options. And if you want to get our latest insights about the financial markets and wealth management strategies, please sign up for our newsletter.
