Shore Point Advisors, LLC

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Jersey Shore Financial Advisor | Brielle, NJ | Wealth Management (732) 876-3777 info@shorepointadvisors.com 402 Higgins Avenue, Brielle, NJ Facebook Instagram Linkedin Youtube Envelope CLIENT PORTAL Please know we are available for you via phone at (732) 876-3777, and we can also host virtual meetings as needed. If you would like to talk about your account or the current landscape of the markets, please do not hesitate to reach out to us at anytime. Shore Point Advisors (SM) is located along the Jersey Shore, nestled in Brielle at the base of the Point Pleasant Bridge spanning the Manasquan River. Our team of advisors works together with clients to provide easy-to-understand recommendations and coach them on each step of implementation. VIEW OUR CLIENT RELATIONSHIP SUMMARY | JOIN OUR EMAIL LIST VIEW OUR PRICING WHERE YOUR ASSETS ARE HELD As an independent Registered Investment Advisor (RIA), Shore Point Advisors (SM) has engaged Charles Schwab to serve as custodians for our clients’ assets, providing asset protection beyond standard SIPC and FDIC coverage. Please click on the Charles Schwab logo for more information on their custody protection programs. HELPING ACHIEVE A BETTER INVESTMENT EXPERIENCE WHY SHORE POINT ADVISORS? WHO WE SERVE We specialize in guiding high-net-worth individuals into retirement with tailored strategies to ensure lasting financial security and the freedom to enjoy life without the fear of outliving their wealth. GOAL-ORIENTED At Shore Point Advisors

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