Shorepoint Wealth Management

While I never had an experience as a client of Justin's firm we have a deep professional relationship and have referred our own clients to one another on a reciprocal basis. Justin's process is outstanding, he is accessible, knowledgeable, and will always have the best interest of the client at heart. He has developed a great staff at Shorepoint and wish him and his team much success in the future.

Joseph and Justin are truly exceptional at what they do. From the start, they took the time to understand my situation and goals instead of offering a cookie-cutter plan. Every recommendation they’ve made has been thoughtful, well-explained, and clearly in my best interest. What really stands out is how dedicated they are. They genuinely care about their clients and it shows in every interaction. I’ve always felt supported and confident knowing my finances are in great hands. If you’re looking for a team that combines deep knowledge with personal attention, Joseph and Justin are the real deal. I can’t recommend them enough!

Justin’s top priority is understanding the needs of each client so he can tailor his advice appropriately. I have been very happy with his responsiveness, his knowledge, and his communication. In addition, he is aided by a very efficient and personable support team.

I have been with Justin and his support staff for 18 months after a client recommended him to me. They are efficient. easy to work with and very knowledgeable about the markets. They take the time to understand what your risk tolerance is and how best to diversify your portfolio to meet those needs.

Shorepoint wealth management has been the best decision I’ve made as far as a financial company to handle my IRA you can trust and know they have your back and are making the best investments for your money to grow. Justin TJ and Joe are always available to answer any questions you may have and any needs you might have with your account. They are all very knowledgeable and the pleasure to talk to and work with.

Joe and the whole team truly understand how to leverage their wealth of experience in combination with their dedication to ensuring my financial plan is something that fits me and my goals. They ask thought provoking questions and explain everything in as much detail as I need. They incorporate my goals and family into the decision-making process as well. I can't recommend them enough. Helps a lot that they're just great people who genuinely care.

Working with Justin and his team has been a pleasure. They are professional, respectful, friendly and knowledgeable. Justin is so helpful and informative that I feel very confident that he is taking care of my portfolio. Thank you to all!

Justin and his team offer excellent advisement and continued support to meet financial goals. Always responsive to requests as well as proactive planning to met established goals

Highly recommend Shorepoint Wealth Management. There is no high pressure sales pitch. They keep clients informed on market trends, explaining trends in detail. They listen to concerns and give advice based on individual client's goals. Very easy to do business with.

There are certain things you should expect from any good financial advisor... clear communication, thoughtful care, and making sure clients understand what’s happening with their accounts. Justin and the team at Shorepoint Wealth Management absolutely deliver on all of that. But what truly makes them stand out isn’t just doing the expected... it’s the way they go beyond it. They pay attention to the little details, take the time to build genuine, sincere connections, and treat every client as more than just an account. On top of that, Justin's deep commitment to giving back to the community sets him apart even further. Justin is a rare kind of advisor, and I’m grateful to have him in my corner. Highly recommend!