Wealth Management

Providing independent, holistic wealth management, investment banking and capital market services.

Are you a High-Net Worth Investor?

With years of experience in the global markets, financial and estate planning, our advisors bring you a mature and sophisticated approach to wealth management, fully customized to every client’s situation, need and risk tolerance. Our advisors have the experience with and access to the broadest array of both traditional and alternative investments strategies. And every strategy is fully research and vetted for quality and appropriateness.

Plus, via our investment banking and capital market activities, our advisors also have access to proprietary private deal flow unavailable elsewhere.

Come and meet with us and let us develop a plan for you to meet — and exceed! — your goals.

Are you a RIA or a member of a Financial Advisory Team?

Great Point may be the perfect platform for you.

Join a firm with a strong local identity combined with an unparalleled national brand. Take advantage of our brokerage and advisory capabilities, powerful capital base, alternative investment offerings and proprietary private deal flow.

Come and meet with one of our dedicated and experienced transition specialists

Our 3 Pillars of
Wealth Management

Client Focus


Expanded Offerings


Transparency & Communication

Partners to your Independence

Supportive Infrastructure

Marketing Assistance


Great Point Capital Partners

What are you waiting for?

Let's start the conversation today.
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