See If ClearPoint Wealth is a Good Fit
Wondering if ClearPoint Wealth is the right fit for you? Start with a free, no-obligation retirement review. Our easy three-step process is designed to help you explore your retirement planning needs—and decide if working with us makes sense for your future.
Tailored For Those Ready To Protect What Matters Most.
We specialize in helping clients who are ready to take control of their retirement journey with confidence and clarity.
Age 50+
You’re approaching or enjoying retirement and want a trusted partner to help navigate your financial decisions.
$1M+ in Assets
You’ve built significant wealth and need a tailored strategy to preserve and grow it while managing risks.
Retirement Mindset
You prioritize peace of mind and want a plan focused on steady income, tax efficiency, and protecting your legacy.
Your Roadmap to Confidence
Take a straightforward look at your retirement plan so you can feel confident about your future and decide if we’re the right fit to help you get there.
Retirement Analysis
How much can you comfortably spend without running out of money?
Investment Analysis
Are your investments aligned with your retirement goals and risk tolerance?
Tax Return Analysis
Which accounts should you draw from to keep more of your hard-earned money?
Clarity for the Road Ahead
We help high-net-worth retirees and pre-retirees create a well-structured retirement strategy—so every financial decision supports the life you want to live.
Get Your Free Retirement Review
We’ll spend the first 15 minutes making sure your situation matches our expertise. (Think of it like choosing the right specialist—you wouldn’t go to a dentist for heart surgery!)
If we mutually agree there’s a good fit, we’ll use the rest of our time to learn more about you—your goals, concerns, and vision for retirement. We’ll also share how we work and answer any questions you have.
Take Your Time
After our Discovery Meeting, we’ll securely request a few important documents.
These, combined with what we learned in our first conversation, will give us the insight we need to prepare your personalized Retirement Review.
Ongoing Planning
In this meeting, we’ll walk you through the results of your Retirement Review.
Our analysis will show exactly how to strengthen your retirement plan, reduce taxes, and optimize your investments—so you can move forward with clarity and confidence.
When The Time’s Right, We’ll Be Here.
There’s no rush. Whether you’re planning ahead or just starting to explore your options, we’re ready when you are.
Book Your Free Retirement Review
Let’s take a closer look at where you stand—and where you’re headed. All in one simple and short conversation.