No matter where you are in life, making plans decades in advance can seem like a complicated journey into uncharted waters. We get that, which is why your Shorepoint wealth advisor makes that journey easier by breaking it down into a series of simple steps.
Goals-based Wealth Planning and Management
No matter where you are in life, making plans decades in advance can seem like a complicated journey into uncharted waters. We get that, which is why your Shorepoint wealth advisor makes that journey easier by breaking it down into a series of simple steps.
Shorepoint’s goals-based wealth planning approach is designed to identify the investment strategy that has the highest probability of meeting all your financial objectives over short-, medium- and long-term time horizons and across a variety of market conditions. During that process, your wealth advisor will perform several “what if” analyses that will help you visualize the tradeoffs among risk, return and achieving your goals and give you the information you need make an informed decision about the best plan for you.
At Shorepoint, we understand that your financial situation and long-term objectives are as unique as you are. That’s why every client relationship begins with a series of conversations where we listen carefully to understand what is important to you. During those conversations we’ll help you:
Here a list of information you can bring to your initial planning meeting with your Shorepoint wealth advisor. Don’t worry if you don’t have it all—we’ll help you fill in the banks. Armed with this information, you and your advisor can begin our six-step goals-based wealth planning process.
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
