Luis Raposo
Partner Advisor
CFA®
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. A passionate traveler, wine enthusiast, and football fan, Luis enjoys hiking and tennis in his free time. He lives in Sharon, Massachusetts, and is the proud father of two sons.
With more than 35 years of experience, I’ve come to understand the value of truly listening. That’s why I begin every client relationship by taking the time to uncover an individual’s unique history, life experiences, and how those shape their financial and non-financial goals. I seek to uncover not just what clients want to achieve financially, but what they value, what they worry about, and how they feel about wealth, spending, saving, and risk.
From there, we work together to build a personalized financial plan designed to pursue their goals with the least amount of risk necessary, and craft an investment strategy that reflects their priorities and prepares for a range of life scenarios. Communication is ongoing and proactive, allowing us to stay aligned and adapt as life evolves, and my recommendations are grounded in thoughtfulness and transparency.
Throughout our partnership, I strive to be a steady, objective resource who my clients can rely on through market changes and life transitions alike—whether they’re navigating a career shift, preparing for retirement, or planning a legacy. And with the support of an experienced, collaborative team, I aim to empower my clients to take ownership of their financial journey and help them understand not just what we’re doing, but why we’re doing it.
I really take pride in the personal impact I have on my clients' lives, not just their finances. Helping them achieve their goals, whether it's sending kids to college or navigating a major career change, is incredibly rewarding. I also pay close attention to the emotional side of money, which is often overlooked. Financial decisions aren’t made in a vacuum—they come with stress, uncertainty, and big life questions. My role is to offer not only clear, data-driven advice, but also steady guidance and reassurance during times when it matters most.
I strive to be a long-term partner for each of my clients, consistently offering support and guidance as their needs evolve.
Latest Insights
The Mirage of Complexity: Is Your Portfolio Diversified… or Just Overengineered?
Your investments might look and feel like they’re diversified. But what happens when you look under the hood?
Read more
How to De-Risk a Concentrated Stock Position: 3 Steps for HNW Investors
Does a single stock dominate your portfolio? That comes with big risks. Here’s how to start diversifying with purpose and precision.
Read more
Revocable vs. Irrevocable Trusts: Which Is Right for Your Estate Plan?
Do you want control… or protection? Here’s how high-net-worth investors should think about the trade-offs that come with the two main kinds of trusts.
Read more
