SHOREPOINT CAPITAL PARTNERS

Shorepoint Capital Partners LLC was founded in 2009 by Tim Vanech and Luis Raposo, CFA as a privately owned registered investment advisor that provides customized wealth planning and asset management services to individuals, families, businesses and nonprofit organizations. We currently manage over $700 million in client assets... Shorepoint Capital Partners LLC is a privately owned, fee-only registered investment advisor that provides customized wealth planning and investment management services to individuals and families, institutions, small businesses and retirement plans... We established Shorepoint because we wanted to put our 50+ years of combined financial services experience to work directly for our clients-no middlemen, no commissions, no corporate hierarchy. As a privately owned firm, we are free to make decisions and implement them without delay. That independence lets us keep our focus where it should be: providing objective advice to you.

Also known as: Shorepoint Capital Partners, LLC

Primary location: Norwood United States