Services
Shorepoint provides independent financial planning and investment advisory services for individuals, businesses, nonprofit organizations and retirement plans.
It starts with a conversation
At Shorepoint, we understand that your financial situation and long-term objectives are as unique as you are. That’s why every client relationship begins with a conversation - a detailed conversation - where we listen carefully to understand what is important to you. During that conversation we’ll help you:
- Identify your short- and long-term goals
- Understand your risk tolerance
- Analyze tax implications
- Define your liquidity needs
- Consider other circumstances, such as outside assets and closely held businesses
Your investment plan and portfolio
Once we’ve determined your objectives, we will:
- Ask you to approve investment guidelines for us to follow
- Develop a customized investment strategy
- Implement the strategy and schedule regular reviews
Ongoing communication
As a Shorepoint client, you’ll have online access to your portfolio information through a secure Web portal. You’ll always have direct access to us - by phone, e-mail, or in person - whether you have questions about your portfolio, want to discuss new business or retirement options, or keep us up-to-date on changes in your life. And if you want to get our latest insights about the financial markets and wealth management strategies, please sign up for our newsletter.
Contact us today to learn how Shorepoint can customize a wealth management strategy for you.