Commitment. Clarity. Confidence.

Customized plans to meet your financial and life goals.

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Commitment to you.
Clarity in the process.
Confidence in the solution.

Your financial needs and goals are unique. You deserve a financial plan and investment approach that considers your entire financial picture today and adjusts as the world and your life continue to change.

Develop a long-term strategic financial plan

Protect your family from unforeseen circumstances

Create a paycheck for retirement

Manage every detail of your financial life with SynerG.

Identify, organize and manage the details of your financial life with our
signature SynerG process — a turnkey, step-by-step approach.

Build your
wealth

Protect your life
savings

Financially plan for all life’s
goals & milestones

How are we different?

Balancing your needs of today with your goals for the future can feel overwhelming, especially as a busy professional in the prime of your career. At SharpePoint, we specialize in offering financial planning and investment solutions specifically for these challenges.

As an independent Registered Investment Advisor, we offer an experienced in-house team committed to serving your best interests as fiduciaries. Count on us to guide you to and through all of life’s biggest financial decisions.