ShorePoint Advisory Group

ShorePoint Advisory Group is a wealth management firm that brings retirement planning, tax and estate strategy, investment management, endowment management and business transitions together into one coordinated plan. Its advisors often work alongside a client's attorneys and CPAs to line up wealth with personal goals and values. Emily Promise serves as CEO and is a financial advisor at the firm.

The firm's history goes back about 30 years, including its time as Blakely Financial Inc. New clients are invited to schedule a call, and the firm keeps minimum engagement thresholds so it can give thorough guidance across a client's finances. The High Point office is on Hutton Lane, and ShorePoint also has offices in Marblehead, Manchester by the Sea, Hadley and Nantucket. Advisors only work with residents of states where they are registered.