Complete & Connected Planning

True financial well-being isn't about isolated decisions—it's about having a clear, complete picture where every piece supports your life.

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Our Philosophy

ShorePoint Advisory Group provides high-touch wealth management built on enduring relationships, clarity, and bringing order to complex financial lives.

Turning Complexity Into Clarity

We thoughtfully integrate every part of your financial world — from retirement planning to tax and estate strategy and business transitions. By collaborating closely with your attorneys, CPAs, and other trusted professionals, we align your wealth with your goals, your values, and your vision for what comes next.

Listening-Led Advice

Every plan starts with your priorities, not a template — so the strategy we build actually reflects your life.

Clarity Over Complexity

We translate scattered accounts and dense paperwork into a plan you can explain in one sentence.

Every Piece Connected

Planning, investing, tax, and estate work move together — coordinated with your other advisors, not in isolation.

Meet Our Team

Great financial guidance isn't just a service — it's a relationship built on deep understanding.

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A Note From Our CEO

Good planning changes everything.

When I reflect on why we do this work, it always comes back to the moments that matter — when stress gives way to clarity, when a long-held dream becomes real, and when a client finally feels the peace of knowing everything is in place.

Throughout our firm's history, each person on our team has witnessed those moments. That's why, no matter who you work with, you'll experience the same thoughtful attention and shared commitment to your success.

We're in this with you.

Emily Promise, CFP®, CAP®, CDFA®, AIF®, APMA®, CRPC®
CEO, Financial Advisor
Meet The Team
Portrait of the firm's CEO and financial advisor
30 years of
trusted guidance

Bring calm, order, and control to complex financial lives.

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