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Finance is our first language.

Customer service & quality are our commitments. Let's find out where you fit into the SharpePoint Community.


Advisor Group

If you're a professional in the financial arena, we're here to support you. Come join the movement.  

Private Client Group

Through one-on-one wealth management, our 30 years of experience will guide you to financial greatness.

Insurance Group

In partnership with LPL Insurance and BackNine, we offer full-service help with selecting, getting and maximizing all types of insurance.