ShorePoint Advisory Group

ShorePoint Advisory Group

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ShorePoint Advisory Group provides Complete and Connected Planning for high-net-worth individuals and families. We deliver thoughtful, high-touch wealth management that aligns every financial decision with your goals and values. Our comprehensive approach creates clarity, confidence, and continuity for generations to come. The Financial Advisor associated with this profile may only discuss or tran

07/04/2026

Happy Fourth of July from the ShorePoint Advisory Group team! Today we celebrate freedom, tradition, and 250 years of the American story. Wishing you a safe and joyful holiday spent with those you love.

06/11/2026

As we reach the midpoint of the year, now is an ideal time to revisit your financial plan. Assess your spending, savings, and investment contributions against the goals you established at the beginning of the year. Small adjustments made today can have a meaningful impact on long-term outcomes. Successful financial planning is not a once-a-year exercise, it is an ongoing process of evaluation and refinement.

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Address


High Point, NC
27260-27265

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm