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Goals-based Wealth Planning and Management

No matter where you are in life, making plans decades in advance can seem like a complicated journey into uncharted waters. We get that, which is why your Shorepoint wealth advisor makes that journey easier by breaking it down into a series of simple steps.

Your Goals. Your Plans. Your Assets.

Shorepoint Goals-based Wealth Planning

Shorepoint’s goals-based wealth planning approach is designed to identify the investment strategy that has the highest probability of meeting all your financial objectives over short-, medium- and long-term time horizons and across a variety of market conditions. During that process, your wealth advisor will perform several “what if” analyses that will help you visualize the tradeoffs among risk, return and achieving your goals and give you the information you need make an informed decision about the best plan for you.

It Starts With a Conversation.

At Shorepoint, we understand that your financial situation and long-term objectives are as unique as you are. That’s why every client relationship begins with a series of conversations where we listen carefully to understand what is important to you. During those conversations we’ll help you:

  • Identify your short- and long-term goals.
  • Understand your risk tolerance.
  • Analyze tax implications.
  • Define your liquidity needs.
  • Consider other circumstances, such as outside assets and closely held businesses.

6-Step Goals-based Wealth Planning Process.

Here a list of information you can bring to your initial planning meeting with your Shorepoint wealth advisor. Don’t worry if you don’t have it all—we’ll help you fill in the banks. Armed with this information, you and your advisor can begin our six-step goals-based wealth planning process:

  • 1. Define your immediate- and long-term wealth objectives, including future income needs, major purchases or expenses, retirement lifestyle, philanthropic goals and/or leaving a legacy for heirs.
  • 2. Create a personal statement of net worth as a baseline.
  • 3. Assess probability of success for achieving your objectives based on realistic “what if” scenarios, market simulations, investment strategies and time horizons.
  • 4. Continue to refine assumptions, tweak goals and reassess acceptable risk until we identify the investment strategy that gives you the highest probability of reaching your goals.
  • 5. Codify your customized wealth plan and investment strategy into formal, client-approved Investment Guidelines. See a Sample Client Financial Plan.
  • 6. Implement investment strategy, monitor and rebalance as needed. Schedule ongoing reviews. Learn more.

The Conversation Never Ends.

Life changes and so do your circumstances and goals. Your Shorepoint advisor will be proactive in reaching out to see how you’re doing and whether we need to revisit your wealth plan and investment strategy. At least once a year—and typically more often—we’ll review your initial plan and formal Investment Guidelines with you and make any adjustments necessary to ensure your continued financial well-being.

Contact Shorepoint Capital

We know that selecting a wealth advisor is an important decision, and we want to give you all the information you need to select the right advisor for you, your family and your business. We welcome your questions and look forward to getting to know more about how we can help you meet your financial goals and objectives.

Contact us today to set up a consultation with Managing Directors Tim Vanech and Luis Raposo, CFA.

Contact us
  • Financial Planning
    • Getting Started
  • Investment Management
    • Asset Allocation
    • Equity Investments
      • Portfolio Management
      • Dividend Growth Strategy
      • Capital Appreciation Strategy
    • Fixed Income
    • Opportunistic Investments
    • Private Investments

Five Star Wealth Manager

Tim Vanech and Luis Raposo, CFA, have been recognized as Five Star Wealth Managers by Boston Magazine and Five Star Professional for the last seven and five years, respectively. Five Star Award Winners are chosen from thousands of wealth managers for their knowledge, service, experience and demonstrated excellence in meeting 10 objective criteria, including:

  • Actively working as credentialed professionals in financial services for at least 5 years.
  • Favorable regulatory and complaint history review.
  • Accepting new clients.
  • Client retention rates.
  • Number of households served.
  • Education and professional designations.

 

  • 220 Norwood Park South
  • Norwood, MA 02062
  • (781) 341-7246
  • (781) 341-7250

Tim Vanech
Managing Director
Luis M. Raposo, CFA
Managing Director,
Chief Investment Officer


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