How We Work With You

Shorepoint is a small, intimate firm with extensive capabilities. As a Shorepoint client, you’ll quickly find that everyone here knows your name and is familiar with your account. We leverage our firmwide expertise through a collaborative team approach so our clients benefit from our diverse perspectives and best thinking.

We develop enduring relationships with our clients and are proud of our high client retention rate. We also develop working partnerships with your other outside advisors, such as tax preparers, CPAs, and trust and estate attorneys, acting as quarterback to make sure all parties are working toward your long-term objectives.

We’re always available to answer your questions, provide advice or discuss changes in your personal circumstances, organizational mission or business model.

As a Shorepoint client, you can expect:

Direct access to Shorepoint’s principals and professional staff.
Thorough, ongoing reviews of your wealth management plan and investment strategy.
Customized quarterly reports on investment portfolio performance.

24/7 access to your account and investment information on our secure web portal.
Our latest insights about the financial markets and wealth management strategies via our Quarterly Market Reviews and Client Newsletters.

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.