FAQs

First and foremost, you will continue to benefit from our investment management process and wealth planning to help you safeguard and grow your financial assets in order to fulfill lifestyle needs and legacy aspirations.

Access to a Broader Thought Leadership Environment:
SpirePoint Private Client is not limited to offering thought leadership and advice from just one institution. This enables us to tap into top-tier research and advice from a diverse range of financial partners, with the aim of fulfilling the evolving needs of your family.

Exceptional Client Service:
With your best interests as our only agenda, we will continue to act as a fiduciary. We take a multigenerational service approach in order to develop a genuine consideration of your values and objectives as we help create your long-lasting legacy.

Your day-to-day experience with us will not change. Your account holdings and fees will remain unchanged. However, an important decision underlying the launch of SpirePoint is our selection of Goldman Sachs as our custodian. Goldman Sachs is one of the largest and most trusted financial services firms in the industry, and we chose them for their technology, research, investment and service capabilities. The transfer of your accounts to Goldman Sachs will not create a taxable event.

We would have preferred the chance to discuss our plans with you earlier, but legal obligations and contractual limitations barred us from doing so. As investment professionals, we are dedicated to upholding such agreements, despite the personal difficulty of not being able to converse with you ahead of time. We trust you understand our commitment to follow the industry's rules.

The safety and security of your assets is of critical importance to us. With that in mind, and after a rigorous due diligence process, we selected Goldman Sachs as our custodian based on their technology, research, investment and service capabilities. We have access to multiple custodians depending on the specific needs of clients.

Drawing of the company's 150+ years of experience, Goldman Sachs Custody Solutions shares four core values with SpirePoint, namely their commitment to Client Service, Excellence, Integrity and Partnership.

The fundamental approaches we employ for managing your assets will remain consistent, and naturally, our investment management solutions will always be customized to suit your risk tolerance, time horizon, and long-term goals. However, we will be expanding our access to a wider range of investment products, opportunities and thought leadership, as mentioned in Question 1.

You won't have to relocate your banking accounts as a part of a transition to our new firm. We can work on your behalf to scout the marketplace for options that are on par with or superior to your existing ones, if necessary. We can guide you towards a suitable banking relationship that specifically meets your needs, be it with a local, regional, or national bank.

You will be able to view your assets by utilizing the Client Login section of our website. Once you log in, you will have the same type of access to all of your accounts and the ability to utilize services as you have been accustomed to.

3111 Cardinal Drive, Suite 2 West
Vero Beach, FL 32963
772-251-5778

Our main email address is team@spirepointpc.com.

Here is our updated contact information: