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Small Business Cash Flow Consulting and Management

As co-founders of a privately owned firm, our principals understand the challenges small businesses face when it comes to budgeting, cash flow analysis and planning, cash management, making a payroll and managing employee benefits.

As a Shorepoint client, you’ll work directly with our principals Tim Vanech and Luis Raposo, CFA, both of whom have extensive experience helping small business owners rationalize their cash flow and manage their company’s financial health. They can also tap into their network of trusted professionals and arrange introductions to sources of financing, CPAs, attorneys, valuation firms and investment bankers, and commercial insurance providers.

Contact Shorepoint Capital

If you’d like to learn more about how Shorepoint can help your business manage its cash flow and maximize its financial well-being, contact us to arrange a consultation with Managing Directors Tim Vanech and Luis Raposo, CFA.

Contact us
  • Individuals and Families
  • Institutions
  • Small Businesses
  • Employee Benefit Plans

As a Shorepoint Client, You Receive:

  • Direct access to the firm’s decision-makers.
  • Customized, goals-based wealth planning.
  • Tax-sensitive investment management focused on strong long-term, risk-adjusted performance.
  • Guidance on your business’s retirement plan investment options and cash management needs.
  • Institutional-level OCIO services for your foundation or nonprofit organization.

  • 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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