OUR VISION

Growth and sustainability through collaboration

Customizing plans to meet your financial life goals

SharpePoint SynerG Solutions

Our Innovative Client-Centric Solution to financial planning combines SynerG Services with Partners and Advisors who share a wealth of knowledge and remain steadfast to improving your financial well-being.

Our Principles

A Comprehensive Plan for You

Once we understand your goals, we take a comprehensive approach to your financial well-being, incorporating investments, asset and tax management, insurance, estate and retirement planning.

Independent

Our advice is objective and unbiased. As an Independent Registered Investment Advisor, we have the flexibility to choose our investment management partners. We conduct exhaustive research, choosing only investments capable of providing long-term liquidity and growth of principal while minimizing volatility.

Active

We emphasize active portfolio management. The goal is to balance growth while minimizing risks. This approach takes advantage of opportunities when they present themselves and helps you prepare for an ever-changing financial climate.

Our Team

As stewards of your financial future, we are bound by our Fiduciary Duty to keep your best interests front and center. We do this by understanding your goals and your appetite for risk. We customize a plan to fit your needs by choosing the right investment vehicles through meticulous research and actively managing your assets to ensure you’re on track to meet those goals. Our advisors are true professionals in navigating even the most complex situations, and are committed to becoming your trusted confidants.

Brian Robinson CFP^®
APMA^®, AWMA^®, AAMS^®, CMFC^®

Financial Advisor & Partner

Brian is a Partner at SharpePoint and specializes in the areas of Asset Management & Strategies, Financial Planning, and Portfolio Allocation Strategies.

James Regan AIF^®

Financial Advisor & Partner

Jim is a Partner at SharpePoint and specializes in Risk-Adjusted Investments Strategies.

Jason L. McCaleb, CFP® AAMS®

Financial Advisor

With over 20 years in the financial services industry, Jason believes in investing with a plan. He is committed to helping his clients develop.

Daniel Laraway

Financial Advisor

With over 37 years of experience and a member of a powerful and knowledgeable team, Daniel provides solutions to solve issues regarding retirement, financial planning, and insurance.

Merian Dalou

Medicare and Insurance Specialist

Merian’s years of experience with Medicare and Life Insurance strategies help provide confidence for those moving toward the next chapter of their lives.

Margaret Marx

EXECUTIVE ASSISTANT & CLIENT RELATIONSHIP MANAGER

Linda Thompson

Executive Assistant & Client Relationship Manager

Erin Crosby

Executive Assistant & Client Relationship Manager

Be an Advisor

Maintain ownership and control of your business, keep a higher portion of your generated revenue, and work with an energetic, experienced and robust team dedicated to your success.

Regulatory Oversight

We provide oversight and compliance on your business in a heavily regulated industry.

Operations Support

Different levels of support to address your needs and desires.

Our Advisor Programs

SHARPEPOINT ADVISOR

Our SharpePoint Advisors understand our vision and use our SynerG Process & Services to develop comprehensive solutions.

SELF-BRANDED ADVISOR

Our Self Branded Advisors use SynerG Services under their own company name.

SUCCESSION PLAN ADVISOR

A scripted and defined program for financial business succession facilitating Compliance Requirements and providing peace of mind with a definitive plan.