Who We Are

At SpirePoint, we help our clients safeguard and grow their financial assets in order to fulfill lifestyle needs and legacy aspirations. Working collaboratively, we navigate complex wealth management challenges to help direct them towards success.

Our Team

We are a referral-based firm. Our clients have
We are a referral-based firm. Our clients have
entrusted us with their wealth as well as their 
entrusted us with their wealth as well as their 
reputation, and we are grateful to them. We 
reputation, and we are grateful to them. We 
welcome the opportunity to serve the next 
welcome the opportunity to serve the next 
generation of successful families.
generation of successful families.

Objective

Our objective is to cultivate prosperity with integrity and personalized service.

With integrated expertise,

we create tailored investment portfolios based on each client's preferences and targets.

Serving as an advocate and fiduciary,

we serve our clients' best interests as the priority in all our advice and actions.

Our Team

At the heart of SpirePoint Private Client is a cohesive team of veteran wealth advisors who have forged lasting partnerships with our clients. With decades of collective experience, we bring a wealth of knowledge and insight to every client relationship. We take pride in the fact that a significant majority of our clients are referred to us by other satisfied clients.