Identifying

Opportunity.

Navigating

Risk.

The Shorepoint Team

Shorepoint’s team has over 90 years’ collective experience providing financial advice, asset management and client service to individuals and families, institutions, businesses and retirement plan sponsors. We work together to develop customized wealth management solutions for our clients. As a Shorepoint client, every one of us puts our experience to work for you under the leadership of your wealth advisor.

Click on the images below to learn more about our professional staff.

Five Star Wealth Manager

Our co-founders, Tim Vanech and Luis Raposo, CFA, have been named Five Star Wealth Managers by Boston Magazine and Five Star Professional for the last seven and five years, respectively. This prestigious designation is based on rigorous independent review and objective criteria that include favorable regulatory and compliance history, client retention rates, number of households served, education and professional designations.

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.

The Shorepoint Team

Shorepoint’s team has over 90 years’ collective experience providing financial advice, asset management and client service to individuals and families, institutions, businesses and retirement plan sponsors. We work together to develop customized wealth management solutions for our clients. As a Shorepoint client, every one of us puts our experience to work for you under the leadership of your wealth advisor.

Click on the images below to learn more about our professional staff.

Five Star Wealth Manager

Our co-founders, Tim Vanech and Luis Raposo, CFA, have been named Five Star Wealth Managers by Boston Magazine and Five Star Professional for the last seven and five years, respectively. This prestigious designation is based on rigorous independent review and objective criteria that include favorable regulatory and compliance history, client retention rates, number of households served, education and professional designations.

As a Shorepoint Client, You Recieve:

  • 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.