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THE TEAM

The Sharpepoint Ecosystem

SharpePoint provides an Innovative Client-Centric Ecosystem with a Suite of Services and Advisors dedicated to the goal of a client’s Financial strength.

The extensive menu provided by SharpePoint’s Suite enhances and protects the financial well-being of our Clients, utilizing an unprecedented approach to planning with our Concierge Service.

SharpePoint’s Partners and Advisors have collectively over 50 years of experience, sharing a vast wealth of practical knowledge and formal education with our Clients.

Our Vision is to Provide Growth and Encourage Sustainability Through Collaborative Expertise.

Customized Plans to Meet Your Financial and Life Goals

Our philosophy is based on these fundamental principles.

Comprehensive

We take a comprehensive approach to financial planning, incorporating investments, retirement planning, asset and tax management, insurance and estate.

Independent

As an Independent Registered Investment Advisor, we have the flexibility to choose our investment management partners, allowing our advice to be objective and unbiased.

Disciplined

We conduct extensive research, choosing only investments capable of providing long-term liquidity, growth of principal and minimizing volatility.

Personalized

Once we understand your financial and life goals, we personalize a financial strategy to meet or exceed each client's needs and goals.

Balanced

Our underlying objective is to balance growth while managing risks. This approach helps you prepare for both the best of times and the worst of times.

Strategic

We emphasize active portfolio management, which allows us to make tactical investment decisions that take advantage of opportunities when they present themselves.

Meet Our Team

Each of our qualified leaders takes a process-oriented approach, with the goal of significant measurable results, in managing and growing your wealth within your financial plan. With nearly 100 years of deep involvement in financial services, our advisors are true professionals in navigating even the most complex situations. As stewards of your financial future, we are bound by our Fiduciary Duty to keep your interests front and center. We are committed to becoming your trusted confidants.

Brian Robinson CFP®

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 the areas Risk-Adjusted Investments Strategies and managing the Insurance Group division.

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.