Our Services

Shorepoint offers customized, fee-only wealth planning, investment management and financial advisory services to individuals and families; endowments, foundations and other institutions; small businesses; and retirement plans.

Link to: Financial Planning

Financial Planning

Our objective is to help clients achieve their financial goals with the least amount of risk.

Link to: Investment Management

Investment Management

We use a common sense approach to investment that keeps in mind your goals and life circumstances.

Our Services

Shorepoint offers customized, fee-only wealth planning, investment management and financial advisory services to individuals and families; endowments, foundations and other institutions; small businesses; and retirement plans.

Link to: Financial Planning

Financial Planning

Our objective is to help clients achieve their financial goals with the least amount of risk.

Link to: Investment Management

Investment Management

We use a common sense approach to investment that keeps in mind your goals and life circumstances.

We offer a comprehensive suite of financial services designed to help you achieve your objectives. Our approach includes goals-based wealth planning and asset management, ensuring your investments align with your long-term vision. We also provide investment management and fiduciary services, acting in your best interest every step of the way.

For businesses and individuals seeking expert financial oversight, we serve as an Outsourced Chief Investment Officer (OCIO), offering strategic guidance and tailored solutions. Our services also include cash management and cash flow analysis, as well as 401(k) and retirement plan advisory, helping you navigate financial complexities with confidence.

Contact Shorepoint Capital

We know that selecting a wealth advisor and investment manager is an important decision, and we want to give you all the information you need to select the right advisor for you, your endowment or foundation, your business and your employees’ retirement plan.

Call or email us today to arrange a consultation with a wealth advisor.

Contact Us

Client Benefits

Whether you are an individual, an institution, a business owner or a retirement plan sponsor, every Shorepoint client benefits from:

  • Expert Advice and Customized Solutions

    We’re a small, privately owned and wholly independent firm with extensive capabilities normally found only in large financial institutions. We understand that no two individuals or organizations are alike, and we put our 90+ years of financial advisory and investment management expertise to work for you to create customized wealth plans and investment solutions to help you achieve your goals.

  • Our Commitment to Fiduciary Duty

    As a privately owned, fee-only registered investment advisor, we have a fiduciary duty to always act in our clients’ best interest. We don’t receive incentives from a parent company or outside parties. As a Shorepoint client, you can be confident that you’ll always receive independent, objective advice on all aspects of your financial life.

  • Transparent, Ongoing Communication

    As a Shorepoint client, you’ll have 24/7 access to your account and portfolio information through a secure web portal. You’ll always have direct access to us—by phone, email or in person—whether you want to keep us up-to-date on changes in your life, have questions about your portfolio or are seeking advice about new business or retirement options. And if you want to get our latest insights about the financial markets and wealth management strategies, please sign up for our newsletter.

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Shorepoint Capital Partners

220 Norwood Park South
Norwood, MA 02062

781-341-7250
781-341-7246 (fax)

Tim Vanech

Managing Director

Luis M. Raposo, CFA

Managing Director,
Chief Investment Officer

Form CRS