ClearPoint Wealth Management

ClearPoint Wealth Management provides investment management and financial planning services to individuals, including high-net-worth clients. The firm offers continuous wealth management — including discretionary portfolio management across stocks, bonds, mutual funds, ETFs and cash equivalents — and also provides limited-scope, project-based financial planning on request.

ClearPoint works with clients to establish an investment policy and asset-allocation targets through personal discussions of goals, risk tolerance and tax considerations, and implements a mix of passive and active strategies informed by fundamental and mutual-fund/ETF analysis. Accounts are typically managed on a discretionary basis with quarterly reviews, the ability for clients to impose written investment restrictions, and — at a client’s election — a financial plan provided at no additional fee alongside investment management.

A notable feature of the firm is its offer to cover the cost of basic estate-planning and individual tax-preparation services provided by an independent third party for clients with more than $1,000,000 in assets under management, while maintaining a stated policy of not being affiliated with or receiving compensation from recommended third-party professionals. ClearPoint is a fee-only registered adviser that discloses adherence to a formal Code of Ethics and was formed and registered in 2025, operating with a small client base and team structure that may result in more direct advisor access.