Shorepoint Capital Partners LLC was founded by Tim Vanech and Luis Raposo as a privately owned investment advisor that provides customized financial planning and asset management services to individuals, families, businesses, and nonprofit organizations.
We established Shorepoint because we wanted to put our 50+ years of combined financial services experience to work directly for our clients – no middlemen, no commissions, no corporate hierarchy. We answer only to you – making decisions and implementing them without delay. Our independence from proprietary products keeps our focus where it should be: Providing objective advice to you.
We share a commitment to highly personalized service and professional integrity, so you can be confident that when you work with us as your investment advisor, you’ll always get:
Fee-only registered investment advisor with a fiduciary responsibility to act in our clients’ best interest
Thoughtful, objective advice on all aspects of your financial life
Experienced, professional investment management
Customized investment and financial solutions
Direct access to us whenever you have a question
Full transparency in everything we do
Arrange a consultation with Tim Vanech and Luis Raposo today.