Shorepoint Capital Partners

www.shorepointpartners.com

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. As a small, intimate firm with extensive capabilities, you’ll quickly find that everyone here knows your name and is familiar with your account. We leverage our firm-wide expertise through a collaborative team approach so our clients benefit from our diverse perspectives and best thinking.

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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. As a small, intimate firm with extensive capabilities, you’ll quickly find that everyone here knows your name and is familiar with your account. We leverage our firm-wide expertise through a collaborative team approach so our clients benefit from our diverse perspectives and best thinking.

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Country

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State

Massachusetts

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City (Headquarters)

Norwood

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Employees

1-10

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Founded

2009

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Estimated Revenue

$1,000,000 to $5,000,000

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Social

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Potential Decision Makers

  • Managing Director / Founder

    Email ****** @****.com
    Phone (***) ****-****

Technologies

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