Shore Point Advisors

Building Your Financial Foundation for the Future

Nestled along the Jersey Shore in Brielle, Shore Point Advisors stands as a trusted partner in navigating the complexities of investing and financial planning. Led by experienced professionals, our team combines personalized guidance with evidence-based strategies to empower you to reach your financial goals.

Our Commitment to You

We believe financial planning should be approachable and accessible to everyone. Our individualized approach empowers you by:

• Coaching: We guide you through the investing process, offering encouragement and discipline to stay on track.
• Education: We provide clear explanations of your portfolio and the driving forces behind investment strategies.
• Transparency: As a fiduciary, we are legally bound to act in your best interests.
• Collaboration: We work with other professionals like CPAs and attorneys to provide holistic solutions.

Our Services

We offer a comprehensive suite of services designed to meet your unique needs, including:

Financial Planning & Analysis

• Full balance sheet review
• Financial goal planning
• Social Security maximization strategies
• Protection assessment (life and property/casualty insurance)
• Estate planning evaluation
• Tax planning with CPA collaboration
• Education funding strategies

Investing & Portfolio Management

• Customized model portfolios
• Tax loss harvesting (when advantageous)
• Roth IRA conversions (when advantageous)

Ongoing Support

• Quarterly review meetings (telephonic or virtual)
• Annual financial planning review
• Investment consultation as needed
• Portfolio monitoring (if held at Shore Point Advisors)

Client-Focused Technology

• Online client portal and mobile app for convenient account access and portfolio tracking

Our Team

Led by experienced professionals with diverse expertise, our team is dedicated to providing personalized guidance and empowering you to navigate your financial journey with confidence.

Get Started Today

At Shore Point Advisors, we believe in building lasting relationships and guiding clients towards financial success. Contact us today to schedule a complimentary consultation and discover how we can help you achieve your financial goals.