Acquisition of Orienteer Financial of Essex, MA
Shorepoint Capital Partners LLC is pleased to announce the acquisition of Orienteer Financial of Essex, MA, an independent registered investment advisor. As a part of this merger, Shorepoint will be joined by Orienteer founder and Senior Wealth Manager, Brian C. Keating, CFP®. Brian brings over two decades of financial planning and investment management experience to our firm. His presence will provide our clients with increased depth and resources, and his experience will enhance the planning and investment ideas that we will deliver together as a team. Shorepoint continues to be guided by the same philosophy we have held dear since our founding almost five years ago in the aftermath of the Great Recession, independent advice that puts clients and their needs first, and a true team approach to wealth management.
Shorepoint Capital Partners, LLC is an independent, fee-only SEC-registered investment advisor located in Stoughton, MA, and was founded by Tim Vanech and Luis Raposo, CFA. It provides investment advice on over $214 million on behalf of its clients.