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.

Shorepoint Capital Partners LLC

Shorepoint Capital Partners

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Portfolio Manager

Christopher Stuart

John Barrett

Wealth Advisor

Ashley R. Lareau, CFP

Managing Director & CIO

Managing Director & Chief Investment Officer

Luis Raposo

Client Service Associate

Matthew Fraumeni

Managing Director/Founder

Tim Vanech

Managing Director, Co-founder and Chief Investment Officer

Managing Director, Co-founder

Asset Management Companies With Fewer Than 10 Employees

Advice Companies With Less Than $1B in Revenue (Top 10K)

Wealth Management Companies With Fewer Than 10 Employees

Northeastern US Impact Investing Companies

Shorepoint Capital Partners is a financial advisory firm that offers asset management, wealth planning, and investment strategies services.

Norwood

Massachusetts

United States

North America

Bangladesh

Asia

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news impact assignment basic	general
public peers	general	Sep 25, 2024 5:51 PM	0e46b8a4
news daily refresh	general
news processing daily refresh	general
news impact assignment daily	general
news processing basic	general
company summary	general
signals	general	Sep 25, 2024 5:51 PM	f24a7a4e
crunchbase trigger	general	Nov 12, 2024 12:52 PM	fe3ed07a
crunchbase profile	general	Nov 12, 2024 7:29 PM	12cf13e8
li profile	general
translate crunchbase fundingrounds	general	Nov 12, 2024 8:03 PM	98a0b14b
peers	general	Sep 25, 2024 5:51 PM	fd399940
news basic	general	Sep 25, 2024 5:51 PM	6c98f70b
bundesanzeiger	filings
merger acquisitions	company_analysis
financials download nd	financials
private financials	financials

COM:SHOREPOINTPARTNERS

Shorepoint Capital Partners LLC