We are proud and thrilled to announce our valued colleague, Ashley Lareau, has recently completed her training at Boston University to become a CERTIFIED FINANCIAL PLANNER™ practitioner. She undertook the extensive exam at the end of 2018 and passed with flying colors! Ashley has been with Shorepoint for over seven years and has been a […]

Tim Vanech and Luis Raposo were recognized as 2017 Five Star Wealth Managers by Boston magazine and Five Star Professional. This is the fifth year in a row Mr. Vanech has been recognized, and the third year in a row for Mr. Raposo. Candidates for the award had to meet 10 object criteria that are […]

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 […]

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 […]

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 […]