Discovery Session
You do the talking, we listen—unless we ask questions to fully understand what you want to pursue.
Review & Research
We review various portfolio constructions before presenting a plan that aims to pursue your goals.
Implement
With your permission, we’ll initiate our agreed upon plan.
About Us
At Shorepoint Wealth Management, our commitment is to make every client feel like they are our only client. We pride ourselves on offering a seamless onboarding process for new clients, followed by an exceptional, high-touch client service model. Our goal is to turn our clients into raving fans who are eager to introduce us to their friends, family, and colleagues. We foster a culture of positivity where everyone feels listened to and important. By aligning the goals of our clients and employees, we strive to bring out the best in each other, ultimately becoming the best versions of ourselves.
Justin Lotano CDFA® CRPC
President
Joseph Burgard
Financial Advisor