Newsletter Q3 2014

We are very excited to share with you that Shorepoint is approaching our Five Year Anniversary! Luis and I started working together in the aftermath of the greatest financial collapse since the Great Depression. During the last five years, we have tripled the number of clients we serve, while the amount of assets we manage has risen by more than five fold. Luis and I are very thankful – to you, our clients and colleagues, for the support from our families, and to our stellar team, rounded out by Brian, Pam and Ashley. We understand that this growth has been a collaborative achievement, and we are very grateful for the confidence and support we have received along the way. We will remain focused on continuing to deliver on our commitments in the years to come and we will always strive to serve our clients better.