Wealth Management Services
ClearPoint Financial understands the unique wealth management needs of affluent individuals. Our goal in serving you is not simply to seek to increase your wealth , but rather, to protect the assets you’ve already accumulated. Our team has decades of experience in the most challenging as well as rewarding markets.
Independence & Objectivity
Our independence from the major investment banking /brokerage firms underscores our commitment to placing our clients’ interests first. Unfettered by bureaucracy or conflicts of interest, we have the flexibility to adjust quickly in a fast-changing investment environment. The trust implicit in the relationship is the single most important factor influencing our advisory efforts and is the greatest expression of our firm’s success.
Our Goals & Principles
- Clients’ interests always come first.
- We believe that working in teams is the most effective way to serve our clients.
- We hold ourselves to a higher fiduciary standards of integrity and professionalism.
- The quality of our work reflects the quality of our people.
- We believe in being active and responsible citizens in our community.
Investment Philosophy
ClearPoint Financial’s investment philosophy is opposite of the “set it and forget it” approach to managing portfolios. We don’t just tell you to stay the course and hope for the best. Our “Advance and Protect” process is designed to intelligently and prudently manage your investments regardless of the market’s inevitable twists and turns. We adjust our portfolio models based on changes in our economic outlook and our assessment of the risk/reward trade-offs in all market segments. The process monitors each portfolio component on a daily basis and proactively adjusts as market cycles evolve.