2016 Five Star Professional

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Tim Vanech and Luis Raposo were recognized as 2016 Five Star Wealth Managers by Boston magazine and Five Star Professional. This is the fourth year in a row Mr. Vanech has been recognized, and the second year in a row for Mr. Raposo. Candidates for the award had to meet 10 object criteria that are associated with wealth managers who provide quality services to their clients. Among the 5 eligibility criteria, candidates needed to be actively working as credentialed professionals in financial services for at least 5 years, have favorable regulatory and complaint history reviews, and must be accepting new clients. Among the 5 evaluation criteria, the researchers examined client retention rates, number of households served, and education and professional designations. The average one-year client retention rate of this year’s award winners is more than 96%.

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Shorepoint in the News

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Community Preparatory School, one of the local organizations Shorepoint supports, released a quarterly newsletter featuring the founding partners for their active involvement. Tim Vanech personally delivered 500 cans for the school’s annual food drive, which won delighted students the chance to watch several faculty members kiss a baby pig. Also, in honor of its fifth anniversary, Shorepoint chose to make an endowment donation directly to the school.

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2015 Five Star Professional

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Tim Vanech and Luis Raposo were recognized as 2015 Five Star Wealth Managers by Boston magazine and Five Star Professional. This is the third year in a row Mr. Vanech has been recognized, and Mr. Raposo is a first-time recipient. Candidates for the award had to meet 10 object criteria that are associated with wealth managers who provide quality services to their clients. Among the 5 eligibility criteria, candidates needed to be actively working as credentialed professionals in financial services for at least 5 years, have favorable regulatory and complaint history reviews, and must be accepting new clients. Among the 5 evaluation criteria, the researchers examined client retention rates, number of households served, and education and professional designations. The average one-year client retention rate of this year’s award winners is more than 96%.

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Acquisition of Orienteer Financial of Essex, MA

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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.

2014 Five Star Professional

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For the second year in a row, Tim Vanech was recognized as a Five Star Wealth Manager by Boston magazine and Five Star Professional. Candidates for the award had to meet 10 object criteria that are associated with wealth managers who provide quality services to their clients. Among the 5 eligibility criteria, candidates needed to be actively working as credentialed professionals in financial services for at least 5 years, have favorable regulatory and complaint history reviews, and must be accepting new clients. Among the 5 evaluation criteria, the researchers examined client retention rates, number of households served, and education and professional designations. The average one-year client retention rate of this year’s award winners is more than 96%.

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The Suit Magazine: Singles and Doubles for Rounding the Financial Diamond

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One need look no further than  popular investment advice columns published this fall in Forbes, Investopedia, U.S. News and World Report and the Wall Street Journal to recognize that today’s trend focuses on caution. Wall Street gurus continue to emphasize the benefits of “conservative” investing and that theme isn’t lost on investors working outside New York’s financial district.

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Wall Street Transcript: Investing in Attractive Valuations and Consistent Dividends

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Luis Raposo, one of the founders of Shorepoint Capital Partners, was interviewed by  The Wall Street Transcript in January 2013. In the article, he shares his ideas on investing, both in general and for 2013. He talks about his own background in the financial industry, as well as Shorepoint’s place among other wealth managers. Mr. Raposo discusses the benefits of dividend-paying stocks and the construction of lower-risk portfolios that provide income with a slice of growth. He also names several of his favorite stocks for 2013.

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