ShorePoint Advisory Group

06/01/2026

05/31/2026

Happy Birthday, Stephanie!

We’re so lucky to have you on the team and hope you have a great day celebrating!

05/27/2026

Wealth doesn’t just transfer. It transitions.

And without thoughtful planning, that transition can create more risk than opportunity..

Swipe to see where wealth can break down during a transfer and how to avoid it.

05/25/2026

Today, we pause to remember and honor those who made the ultimate sacrifice in service to our country.

Their courage and dedication will never be forgotten.

05/22/2026

The scale of this shift is unprecedented, with the majority of wealth moving from older generations and a significant portion coming from high-net-worth families.

But wealth transfer isn’t just about the numbers. It’s about preparation, communication, and making sure what’s passed down is managed with intention.

Is your family planning a wealth transfer in the next decade? Contact our office to learn how we can help.
https://bit.ly/3NS16A2

05/20/2026

A thought from our CEO, Emily Promise:

Most advisors are paid to manage your portfolio.
Very few are paid to think about your life.

At ShorePoint Advisory Group, we take a more comprehensive approach, looking beyond investments to understand your full financial picture, your goals, and the life you’re building. From tax strategy to estate planning to long-term decision-making, every piece is considered together.

Because real wealth management isn’t just about watching your money. It’s about thinking ahead for everything it’s meant to support.

05/19/2026

Happy Birthday, Megan!

We’re grateful for all that you do and the care you bring to our clients and team every day. Wishing you a wonderful year ahead!

05/15/2026

A SLAT is one example of how estate planning can be both strategic and flexible.

It allows you to move assets out of your taxable estate while still maintaining indirect access through your spouse, creating a balance between planning ahead and preserving optionality.

The right structure can make a meaningful difference over time. If you’re thinking about how this fits into your broader plan, the ShorePoint team is here to help guide the conversation.
https://bit.ly/3NS16A2

05/13/2026

Investing isn’t just about what you earn, it’s about what you keep, how you structure it, and what it’s able to support over time.

On National Investing Day, it’s a good reminder that strong outcomes don’t come from chasing returns. They come from thoughtful strategy, tax awareness, and long-term planning.

At ShorePoint, we help clients build investment strategies designed not just for today, but for what comes next.
https://bit.ly/3NS16A2

05/10/2026

Happy Mother’s Day 🌼

Today, we’re celebrating the women who always seemed to have a plan, even before we realized it. The ones who taught us to think ahead, stay prepared, and take our time when making important decisions.

Wishing a wonderful Mother’s Day to all the moms who continue to shape so much more than they know.