CLEARPOINT WEALTH MANAGEMENT

Overview

Clearpoint Wealth Management operates as an independent registered investment adviser serving individuals and families, with a fee model that combines a percentage of assets under management, hourly consulting and fixed fees. The firm’s advisory scope emphasizes financial planning and discretionary portfolio management for individuals and small businesses. Filings show the firm is not positioned as an active ESG investor, does not act as a multi-state adviser, and does not serve as a pension consultant or related adviser. Investment activity is concentrated toward pooled public vehicles rather than direct-stock strategies or broad alternative allocations. The adviser is organized as a limited liability company under individual ownership and maintains a referral or business relationship with a law firm, suggesting an emphasis on serving clients with complex legal or wealth transfer needs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices