Five Star award winners Allworth Financial, LP

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Boston Five Star award winners
PROFESSIONAL PROFILE
                            
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Allworth Financial, LP
220 Norwood Park S
Norwood, MA 02062
Office: 781-341-7250

www.allworthfinancial.com
Professional ApproachWith an emphasis on personalized client service, Allworth Financial provides financial planning and customized investment solutions to help you achieve your long-term goals. We take a common-sense approach to investments, focusing on providing transparency, generating income and minimizing risk. Our independence from proprietary products keeps our focus where it should be — on providing objective advice to our clients.
Luis M. Raposo, CFA®Partner AdvisorPhone: 781-341-7250

Luis Raposo is a Partner Advisor and Chartered Financial Analyst® in Allworth’s Norwood, Massachusetts, office. With more than three decades of experience in financial services, he brings a deep investment background and a client-first mindset to every relationship. Luis has advised individuals, families, business owners, and nonprofit organizations on comprehensive wealth strategies, from goals-based planning to retirement plan consulting. He also has extensive experience managing private income investments, capital appreciation, and dividend growth strategies for high-net-worth and institutional clients.
 
Previously, Luis was the co-founder and Chief Investment Officer of Shorepoint Capital Partners—a Norwood-based wealth management firm that partnered with Allworth in 2025—where he led their in-house research and investment management process.
 
Active in both the business and local community, Luis serves on the boards of Fancypants Baking Co. and Tucson Tamale Co., holds a board observer role for Smash Foods and Atlas Bar Inc., and advises Demers Food Group. He also spent six years on the finance committee for St. Catherine of Siena School and Parish. 
Tim VanechPartner AdvisorPhone: 781-341-7250

Tim Vanech is a Partner Advisor in Allworth’s Norwood, Massachusetts, office. With more than 30 years of experience in financial services, he works with individuals, families, and institutions to develop goals-based wealth management strategies tailored to their long-term objectives. His expertise spans customized investment planning, endowment management, and retirement plan consulting for individuals, corporate, and nonprofit clients. Previously, Tim was the co-founder and Managing Director of Shorepoint Capital Partners, a Norwood-based wealth management firm that partnered with Allworth in 2025. 
 
A cum laude graduate of Harvard College—where he also played baseball—Tim was recognized with multiple Certificates of Distinction in Teaching as a Head Teaching Fellow. His investment writing has been featured in Barron’s, and he contributed the introduction to updated editions of Humphrey B. Neill’s classic works The Art of Contrary Thinking and The Ruminator. He is also a published poet and fiction writer.
 
As a dedicated advocate for access and opportunity, Tim is the Senior VP of both the Westport Land Conservation Trust and the Classical High School Alumni Association. He is especially proud of the Tina Vanech Scholarship Fund, established in honor of his mother, which supports a student each year at Community Preparatory School in Providence, and he finds joy in working with the students of Community Prep to make decisions on the portion of the endowment that they manage.

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                        This award was issued on 02/01/2026 by Five Star Professional (FSP) for the time period 04/10/2025 through 10/01/2025. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 4973 Boston-area wealth managers were considered for the award; 449 (9 % of candidates) were named 2026 Five Star Wealth Managers.  The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2025: 4,671, 528, 11%, 2/1/25, 4/10/24 - 10/31/24;  2024: 4,421, 580, 13%, 2/1/24, 4/10/23 - 10/31/23;  2023: 3,923, 578, 15%, 2/1/23, 5/23/22 - 1/6/23; 2022: 4090, 513, 13%, 2/1/22, 5/24/21 - 11/19/21; 2021: 4069, 480, 12%, 2/1/21, 5/25/20 - 11/30/20; 2020: 3580, 463, 13%, 2/1/20, 4/1/19 - 12/13/19; 2019: 3619, 566, 16%, 1/1/19, 4/18/18 - 11/6/18; 2018: 2819, 532, 19%, 1/1/18, 3/23/17 - 11/10/17; 2017: 2467, 623, 25%, 12/1/16, 3/26/16 - 11/23/16; 2016: 2530, 632, 25%, 12/1/15, 5/18/15 - 11/6/15; 2015: 3542, 801, 23%, 1/1/15, 5/18/14 - 11/6/14; 2014: 1707, 655, 38%, 1/1/14, 5/18/13 - 11/6/13; 2013: 2362, 713, 30%, 1/1/13, 5/18/12 - 11/6/12; 2012: 2591, 454, 18%, 1/1/12, 5/18/11 - 11/6/11. 
                    
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Allworth Financial is an Investment Advisor registered with the Securities and Exchange Commission.

        *Winners appearing on this page do not pay a fee to be considered or to win the Five Star Award. Professionals with a digital profile have paid a promotional fee.
    
                    Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.