Private Client Group

At SharpePoint Private Client Group, we help you identify and define the retirement you envision, and develop strategies to help you pursue your life, however you may define it. We take a comprehensive approach to financial planning, creating strategies that incorporate investments, retirement planning, asset and tax management, insurance and estate conversions unique to your own situation.

As we create your unique plan, we learn about your goals, your investment history and risk tolerance. This helps us offer insightful guidance to strategically manage and protect your assets. Once you are satisfied with the plan we propose, we implement your strategy and make adjustments as the financial landscape changes or your priorities or goals evolve over time.  Most importantly, we simplify the demands of managing your wealth to enable you to devote more time to your personal endeavors and your loved ones.

 

 

Insurance & Risk Management

Protecting yourself, loved ones, your home or your business against unexpected events is a fundamental aspect of financial planning.  Closing the gap on potential risks can be tricky without a comprehensive plan and process that methodically evaluates all potential risk factors.

At SharpePoint, risk analysis is an integral part of our ongoing process. We continually identify and analyze all risk factors and make objective recommendations to provide you with the peace of mind you seek. Our team of professionals has relationships with numerous insurance companies to cover your life insurance, long-term care, and disability insurance needs.  Additionally, we specialize in income distribution planning with the use of Fixed, Indexed, and Deferred Income Annuities.

With our aging population, long-term care insurance is at the forefront of many of our clients' minds. Many factors go into the decision of whether or not to buy long term care insurance, and our experienced team assist client's with the decision making process as well as the best fit for their lifestyle.

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Investment Management

We provide long and short-term strategies focused on addressing our clients’ financial and life goals—helping to prepare you for both the best of times and the worst of times.

Our team of local investment professionals uses a disciplined wealth management approach—while seeking to achieve clients’ investment goals and expectations.

Our investment philosophy is based on a number of fundamental principles, including conducting exhaustive research on the investments and managers we recommend to our clients.

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Education Planning

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Retirement Planning

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Advanced Planning Strategies

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legacy planning & charitable giving

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Estate Planning

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Tax Strategies

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