Allworth Acquires Shorepoint Capital Partners, Cementing Boston Presence

The deal brings UHNW investment offerings and advisor leadership in a key growth market to Allworth’s growing national platform

Allworth Financial, an award-winning, full-service national RIA, announced it has acquired Shorepoint Capital Partners, LLC, a Norwood, Massachusetts-based RIA with approximately $850 million assets under management (AUM). The partnership brings 10 Shorepoint team members, including four advisors and six support staff, to Allworth. Shorepoint Co-Founders Tim Vanech, Managing Director, and Luis Raposo, CFA, Managing Director & Chief Investment Officer, will continue in leadership roles and provide their expertise to further strengthen Allworth’s national advisory platform.

“This acquisition is a milestone for Allworth as we cement a presence in the Boston market and continue scaling our sophisticated platform to meet the needs of high-net-worth (HNW) and ultra-high-net-worth clients (UHNW),” said John Bunch, CEO of Allworth. “Tim, Luis, and their team bring both deep institutional investment expertise and a client-first ethos that aligns seamlessly with Allworth’s culture. Together, we’re building the next-generation wealth management firm: one that elevates advisors, enhances client outcomes, and leads the industry in thoughtful integration.”

Allworth’s unique integration model, which emphasizes day-one integration, gives Shorepoint advisors immediate access to Allworth’s national platform of best-in-class resources, including AI-powered planning and investment tools, a multi-channel lead generation engine, centralized compliance and operational support, and marketing programs. This support allows advisors to focus fully on expanding client relationships, delivering sophisticated UHNW solutions, and pursuing leadership and professional development opportunities within the firm.

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“For Shorepoint, the partnership represents a natural extension of the values on which our firm was founded,” said Tim Vanech, Co-Founder and Managing Director of Shorepoint. “From the start, it was clear that Allworth shares our vision of making life simpler and less stressful for clients, giving them the confidence and freedom to live more meaningful lives on their own terms. Joining Allworth ensures continuity for both our employees and clients, while opening the door to new growth opportunities, enhanced resources, and career development for our team. We are excited to deepen our impact in the Boston and Rhode Island markets as part of a national firm that shares our values.”

Founded in 2009, Shorepoint has built its reputation on fiduciary principles, personalized financial planning, and a model-based investment approach rooted in individual equities, bonds and alternative investments. Shorepoint’s expertise will expand Allworth’s already strong alternative investment platform for UHNW clients while providing advisors with unique strategies to expand their capabilities and deliver differentiated outcomes for clients. Shorepoint also maintains a long-standing relationship with a regional law firm that provides trustee services.

“Shorepoint has always been about more than managing wealth. We help clients create peace of mind and focus on what matters most to them,” added Luis Raposo, CFA, Co-Founder and Chief Investment Officer of Shorepoint. “By partnering with Allworth, we can broaden our investment platform, including our private equity and private real estate strategies, while giving clients access to the firm’s broader planning, tax, and estate resources. It’s a powerful combination that enhances our capabilities and strengthens the value we deliver.”

Beyond expanded investment strategies, Shorepoint clients will now benefit from Allworth’s fully integrated planning experience, a dedicated client experience team, and the scale of a national platform. At the same time, Shorepoint advisors gain access to additional compliance, technology, marketing, and professional development support.

With the addition of Shorepoint, Allworth surpasses $31 billion in AUM and strengthens its growing footprint in the Northeast. This move underscores Allworth’s commitment to expanding in key regional markets while maintaining the boutique client experience that defines its culture.