Who We Serve

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

Link to: Individuals and Families

Individuals and Families

Goals-based wealth planning and customized investments ensure your financial security now and in the future.

Link to: Institutions

Institutions

Institutional-quality investment management and advisory services to foundations, endowments, and charities.

Link to: Small Businesses

Small Businesses

We provide financial guidance, cash flow management, and access to a network of trusted professionals.

Link to: Employee Benefit Plans

Employee Benefit Plans

Creating corporate retirement plans, minimizing fiduciary risk for executives, owners, and HR professionals.

Who We Serve

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

Link to: Individuals and Families

Individuals and Families

Goals-based wealth planning and customized investments ensure your financial security now and in the future.

Link to: Individuals and Families

Institutions

We offer institutional-quality investment management and advisory services to foundations, endowments, and charities.

Link to: Individuals and Families

Small Businesses

At Shorepoint, you can expect financial guidance, cash flow management, and access to a network of trusted professionals.

Link to: Individuals and Families

Employee Benefit Plans

Creating corporate retirement plans, minimizing fiduciary risk for executives, owners, and HR professionals.

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.

Call or email us today to arrange a consultation with Managing Directors Tim Vanech and Luis Raposo, CFA.

Contact Us

Call or email us today to arrange a consultation with Managing Directors Tim Vanech and Luis Raposo, CFA.

Contact Us

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.

Shorepoint Capital Partners

220 Norwood Park South
Norwood, MA 02062

781-341-7250
781-341-7246 (fax)

Tim Vanech

Managing Director

Luis M. Raposo, CFA

Managing Director,
Chief Investment Officer

Form CRS