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:
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: