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. You don't manage your life, your business or your organization to conform to a generic model.
That's why we offer an alternative to the one-size-fits-all approach to wealth planning and investment management. What you will find is an independent firm where you have a personal relationship with experienced professionals who understand you, your goals and how to get you there. No middlemen, no commissions, no corporate hierarchy.
That's why we offer an alternative to the one-size-fits-all approach to wealth planning and investment management. What you will find is an independent firm where you have a personal relationship with experienced professionals who understand you, your goals and how to get you there. No middlemen, no commissions, no corporate hierarchy.
Services
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 $300 million in client assets.
Shorepoint's team has over 90 years' collective experience providing financial advice, asset management and client service to individuals and families, institutions, businesses and retirement plan sponsors. We work together to develop customized wealth management solutions for our clients. As a Shorepoint client, every one of us puts our experience to work for you under the leadership of your wealth advisor.
Shorepoint offers customized, fee-only wealth planning, investment management and financial advisory services to individuals and families; endowments, foundations and other institutions; small businesses; and retirement plans. Our objective is to help clients achieve their financial goals with the least amount of risk.
Shorepoint is a small, intimate firm with extensive capabilities. As a Shorepoint client, you'll quickly find that everyone here knows your name and is familiar with your account. We leverage our firmwide expertise through a collaborative team approach so our clients benefit from our diverse perspectives and best thinking.
Community Preparatory School, based in Providence, RI, gives motivated students in grades 3-8 the opportunity to reach for their dreams, regardless of family income. Community Prep offers all the benefits of an independent school - small classes, challenging academics, and a positive, nurturing environment - combined with the cultural and economic diversity of a public school.
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