Who We Serve

Shorepoint is a registered investment advisor and financial advisory firm. We are committed to providing customized, fee-only services to:

Individuals and Families

Institutions

Endowments, foundations and other institutions.

Small Businesses

Employee Benefit Plans

We Answer Only to You

As an independent, privately owned firm, we have a fiduciary responsibility to act in our clients’ best interest. We answer only to you—no middlemen, no commissions, no corporate hierarchy. As a Shorepoint client, you can be sure you’ll always receive objective advice based on our collective 90+ years of financial services experience and have direct access to our principals.

We know that selecting a wealth advisor and investment manager is an important decision, and we want to give you all the information you need to make an informed decision. We welcome your questions and look forward to getting to know more about how we can help you, your business or your organization achieve your objectives.

As a Shorepoint Client, You Receive:

Direct access to the firm’s decision-makers.
Customized, goals-based wealth planning.
Tax-sensitive investment management focused on strong long-term, risk-adjusted performance.
Guidance on your business’s retirement plan investment options and cash management needs.
Institutional-level OCIO services for your foundation or nonprofit organization.

We Answer Only to You

As an independent, privately owned firm, we have a fiduciary responsibility to act in our clients’ best interest. We answer only to you—no middlemen, no commissions, no corporate hierarchy. As a Shorepoint client, you can be sure you’ll always receive objective advice based on our collective 90+ years of financial services experience and have direct access to our principals.

We know that selecting a wealth advisor and investment manager is an important decision, and we want to give you all the information you need to make an informed decision. We welcome your questions and look forward to getting to know more about how we can help you, your business or your organization achieve your objectives.

As a Shorepoint Client, You Receive:

Direct access to the firm’s decision-makers.
Customized, goals-based wealth planning.
Tax-sensitive investment management focused on strong long-term, risk-adjusted performance.
Guidance on your business’s retirement plan investment options and cash management needs.
Institutional-level OCIO services for your foundation or nonprofit organization.