Private Client Group

We demystify the process of reaching financial independence.

Private Client Group

At SharpePoint Private Client Group, we help you identify and define the retirement you envision, and develop strategies to help you pursue your life, however you may define it. We take a comprehensive approach to financial planning, creating strategies that incorporate investments, retirement planning, asset and tax management, insurance and estate concerns unique to your own situation.

As we create your unique plan, we learn about your goals, your investment history and risk tolerance. This helps us offer insightful guidance to strategically manage and protect your assets. Once you are satisfied with the plan we propose, we implement your strategy and make adjustments as the financial landscape changes or your priorities or goals evolve over time.  Most importantly, we simplify the demands of managing your wealth to enable you to devote more time to your personal endeavors and your loved ones.

Whether you are in the accumulation phase or have already retired, a sound strategy is critical to helping you meet your retirement income needs, desires and expenses, maintaining lifestyle choices and priorities, ensuring that long-term goals and aspirations are funded for travel, healthcare, estate planning, charitable giving and other goals. 

Legacy Planning & Charitable Giving

Legacy planning that is intentional and purposeful in protecting your wealth while empowering your loved ones with guidance that will establish your legacy’s foundation to prosper. Essential for those who also wish to have their legacy continue through to their passion for entities such as charitable organizations.

Estate Planning

Considering that every person has an estate, means that each person should have an estate plan. From tangible assets, to directives for health and care, it is imperative for you to play an important role in making those decisions. We carefully work together with our strategic partners to ensure you will be taken care of at every stage of life and beyond.

Retirement Planning

On average, we spend nearly 40 years working towards our goal of retirement. How we manage those goals are ever changing and require constant strategizing to make sure that those goals you set out for are attainable.

Asset Management

Preparing for the expected and unexpected is the groundwork for essential investment management. Strategically planning your investments through allocation, rebalancing, continuous monitoring and review is required for wealth management.

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Strategic Tax Coaching

Life consists of constant changes from business ownership, real estate transactions, inheritance, and even down to the everyday activities we experience to take care of our families impact our tax liabilities. It is vital to be strategic in this arena to ensure your wealth is being directed best.

Advanced Planning Strategies

Thinking outside the box. At times in life we may be presented with problems that require additional resources to solve; the solution may lie in advanced levels of products and services. Those of us who own businesses, corporations, and commercial or residential investment real estate assets are often reluctant to sell because of capital gains taxes associated with the sale. What are your options? Is there another way? The Deferred Sales Trust™ may be the answer.

Insurance & Risk Management

Insurance is not always the most fun of topics, it reminds us that we are not invincible. Insurance is a need, not a want, and since you need to have adequate coverage it’s important to work with a solid team of professionals. Education is power and coverage is security.

Education Planning

From children, grandchildren and extended loved ones, the common theme is to provide the financial ability to achieve greatness through education. Time is precious and it is never too early to begin laying the educational tracks for our youth to succeed.

When it is obvious that the goals cannot be reached, don’t adjust the goals, adjust the action steps.


Protecting Life Well-Lived