Individuals and Families

At Shorepoint, our objective is simple: To help clients achieve their financial goals with the least amount of risk. No matter where you are in life, Shorepoint delivers goals-based wealth planning and customized investment management strategies designed to ensure your current and future financial security.

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Individuals and Families

At Shorepoint, our objective is simple: To help clients achieve their financial goals with the least amount of risk. No matter where you are in life, Shorepoint delivers goals-based wealth planning and customized investment management strategies designed to ensure your current and future financial security.

Contact Us Today

Here are just some of the challenges we’ve helped clients solve:

  • Identifying short-term and long-term financial needs, wants and wishes
  • Retirement income sufficiency throughout your life
  • Current and future financial well-being
  • Maximizing the legacy left to heirs and/or philanthropies
  • Life transitions
  • College education funding
  • Consolidating/simplifying finances and assets
  • Managing inherited stocks
  • Social Security strategies
  • Converting pre-tax retirement plans to tax-savvy retirement assets
  • Cash flow planning for entrepreneurs and business owners
  • Tax-aware asset management

Your Goals. Your Plans.
Your Assets.

As a Shorepoint client, you’ll have the peace of mind knowing that you’re working with experienced professionals who have a fiduciary responsibility to always put your interests first. Learn more about how we’ll put our goals-based wealth planning and customized asset management skills to work for you.

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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.

Contact Shorepoint Capital

We know that selecting a wealth advisor is an important decision, and we want to give you all the information you need to select the right advisor for you, your family and your business. We welcome your questions and look forward to getting to know more about how we can help you meet your financial goals and objectives.

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

Contact Us

Contact Shorepoint Capital

We know that selecting a wealth advisor is an important decision, and we want to give you all the information you need to select the right advisor for you, your family and your business. We welcome your questions and look forward to getting to know more about how we can help you meet your financial goals and objectives.

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

Contact Us

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

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