Committed to providing
clarity & confidence.

SharpePoint is an independent wealth management firm providing clear insight and direction for your financial life. We strategically align all areas of your financial plan to create the most optimal result through our comprehensive approach. We believe every financial strategy should be as unique and dynamic as you are, and we take extra care to get to know your entire financial picture before offering any recommendations.

Our areas of expertise include:

  • Financial planning
  • Investments & portfolio management
  • Risk management & mitigation
  • Estate & legacy planning
  • Insurance
  • Retirement income planning
  • Advanced planning

Independent Perspective

As independent advisors, we are able to serve in a fiduciary capacity, giving us the ability to be unbiased, transparent and strategic while offering services and recommendations that are solely in your best interest. Our diverse expertise and collaborative approach help to organize and account for all important areas of your financial life, streamlining each solution to produce the most optimal results.

Knowledgeable In-House Expertise

With a client-centric focus, we work to provide education throughout the planning process and continue to serve as your trusted financial resource as financial questions or decisions arise. You can rest assured knowing you have a team of highly-credentialled specialists with a vast array of knowledge and experience working on your behalf, including those with prestigious designations such as:

  • Accredited Investment Fiduciary (AIF®)
  • Accredited Portfolio Management Advisor℠(APMA®)
  • Accredited Wealth Management Advisor℠(AWMA®)
  • Accredited Asset Management Specialist℠(AAMS®)
  • Retirement Income Certified Professional® (RICP®)
  • Certified Wealth Strategist® (CWS®)
  • Certification in Long Term Care (CLTC®)
  • Chartered Mutual Fund Counselor℠(CMFC®)
  • National Social Security Advisor Certificate Holder (NSSA®)