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.