Shorepoint Capital Partners

Shorepoint Capital Partners LLC is a privately-held, fee-only registered investment advisor dedicated to providing personalized wealth planning and investment management solutions tailored to the unique needs of individuals, families, institutions, small businesses, and employee benefit plans. We believe that everyone deserves a financial strategy crafted specifically for them, not a generic approach that fails to consider their individual circumstances and aspirations.

Our Philosophgy: An Independent Approach

At Shorepoint, we recognize that life, business, and organizations are not uniform. They each have their own intricacies, goals, and challenges. Why, then, would you settle for a wealth management firm offering a one-size-fits-all solution? We reject this cookie-cutter approach in favor of personalized strategies that are as distinctive as the individuals and organizations we serve. As an independent firm, we are not beholden to any third-party interests, allowing us to prioritize your needs above all else.

We believe in transparency and open communication. As a fee-only firm, we charge you directly for our services, ensuring that our recommendations are always in your best interest, free from conflicts of interest that can arise with commission-based models. You can be confident that our Managing Directors, Tim Vanech and Luis Raposo, CFA, and the rest of our experienced team are solely focused on providing you with sound financial advice and building long-lasting relationships based on trust and mutual respect.

Tailored Services

We offer a comprehensive range of customized, fee-only services designed to address the diverse financial needs of our clients:

• Individuals and Families: From retirement planning and college savings to estate planning and wealth preservation, we help families navigate their financial journey with confidence.
• Institutions: Non-profits, endowments, and foundations trust us to manage their investments and ensure the long-term sustainability of their missions.
• Small Businesses: We provide tailored financial planning solutions for small business owners, helping them optimize their financial resources, plan for growth, and secure their future.
• Employee Benefit Plans: Shorepoint Capital Partners assists employers in designing and managing effective employee benefit plans, maximizing plan performance while meeting the specific needs of their workforce.

Commitment to Excellence

At Shorepoint Capital Partners, our commitment to excellence extends beyond providing exceptional financial advice. We prioritize ongoing education and professional development to stay abreast of the ever-evolving financial landscape and ensure that our clients receive the most up-to-date and effective strategies.

We understand that selecting a wealth advisor is a significant decision. We encourage you to contact us to discuss your financial goals and learn how our personalized approach can help you achieve them.