2020 Retirement Planning Key Numbers
/in News /by projects@coldspringdesign.comThe Internal Revenue Service has announced cost-of-living adjustments affecting dollar limitations for retirement and estate-related items for tax year 2020. In general, these limits will either remain unchanged, or the inflation adjustments for 2020 will be small. Please adjust retirement plan contribution rates accordingly for the new limits.
Shorepoint Welcomes Howard Corey
/in News /by projects@coldspringdesign.comWe are very pleased to announce that Howard Corey has joined the Shorepoint team. He will be working closely with both of us to deliver world-class operational and client service to our clients. Howard has broad experience in the wealth management industry encompassing client services, multi-asset class trade execution and client performance reporting. Before joining […]
2019 Five Star Professional
/in News /by projects@coldspringdesign.comTim Vanech and Luis Raposo were recognized as 2019 Five Star Wealth Managers by Boston magazine and Five Star Professional. This is the seventh year in a row Mr. Vanech has been recognized, and the fifth year in a row for Mr. Raposo. Candidates for the award had to meet 10 object criteria that are […]
Shorepoint Launches First Private Fund
/in News /by projects@coldspringdesign.comShorepoint Capital Partners LLC is pleased to announce that we have completed our first close of the Shorepoint Income Fund I, LP on January 2, 2019 in the amount of $14,950,000. Shorepoint Capital Partners, LLC (“Firm”) is an independent owned, SEC registered investment advisor founded in 2009 in Massachusetts. The Firm emphasizes personalized client service […]
Congratulations to Ashley Lareau, CFP®
/in News /by projects@coldspringdesign.comWe 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 […]
Shorepoint Welcomes John Barrett
/in News /by projects@coldspringdesign.comWe are very pleased to announce that John Barrett, CFA has joined our management team as a Senior Portfolio Manager after spending the last fifteen years of his career at Columbia Threadneedle Investments. At Columbia Threadneedle, John oversaw more than $2B in institutional client assets within the asset allocation group. Prior to this, he spent […]
2018 Five Star Professional
/in News /by projects@coldspringdesign.comTim Vanech and Luis Raposo were recognized as 2018 Five Star Wealth Managers by Boston magazine and Five Star Professional. This is the sixth year in a row Mr. Vanech has been recognized, and the fourth year in a row for Mr. Raposo. Candidates for the award had to meet 10 object criteria that are […]
2017 Five Star Professional
/in News /by projects@coldspringdesign.comTim 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 […]
2016 Five Star Professional
/in News /by projects@coldspringdesign.comTim 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 […]
Shorepoint in the News
/in News /by projects@coldspringdesign.comCommunity 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 […]
2015 Five Star Professional
/in News /by projects@coldspringdesign.comTim 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 […]
Acquisition of Orienteer Financial of Essex, MA
/in News /by projects@coldspringdesign.comShorepoint 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 […]
