Who We Serve
Shorepoint is a registered investment advisor and financial advisory firm. We are committed to providing customized, fee-only services to:
We Answer Only to You
As an independent, privately owned firm, we have a fiduciary responsibility to act in our clients’ best interest. We answer only to you—no middlemen, no commissions, no corporate hierarchy. As a Shorepoint client, you can be sure you’ll always receive objective advice based on our collective 90+ years of financial services experience and have direct access to our principals.
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 make an informed decision. We welcome your questions and look forward to getting to know more about how we can help you, your business or your organization achieve your objectives.