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.
View Top Employees from Shorepoint Capital PartnersWebsite | http://shorepointpartners.com |
Revenue | $1 million |
Employees | 8 (5 on RocketReach) |
Founded | 2009 |
Address | 220 Norwood Park S, Norwood, Massachusetts 02062, US |
Phone | (781) 341-7246 |
Technologies |
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Industry | Investment Management, Finance General, Finance |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 52 Companies, NAICS Code 52393 Companies, NAICS Code 523 Companies, NAICS Code 5239 Companies |
Looking for a particular Shorepoint Capital Partners employee's phone or email?
The Shorepoint Capital Partners annual revenue was $1 million in 2024.
Tim Vanech is the Managing Director and Founder of Shorepoint Capital Partners.
5 people are employed at Shorepoint Capital Partners.
Shorepoint Capital Partners is based in Norwood, Massachusetts.
The NAICS codes for Shorepoint Capital Partners are [52, 52393, 523, 5239].
The SIC codes for Shorepoint Capital Partners are [628, 62].