Newsletter Q2 2014
We would like to welcome former Orienteer Financial clients to Shorepoint Capital Partners, and we look forward to working with you. We are also very pleased that Brian C. Keating, CFP®, founder of Orienteer Financial, is joining the Shorepoint team as a Senior Wealth Manager. Brian brings over two decades of financial planning and investment management experience to our firm. Our group is dedicated to providing people with advice for their financial planning and investment needs in thoughtful and simple terms. Our enjoyment of our work and colleagues (further enhanced by Brian’s presence) will be evident to you and provide you with a resource for input that is dependable, creative, and prudent. With that said, we always welcome feedback on how we can serve you better.