Brenton Point Wealth Advisors is an independent investment and wealth advisory firm that integrates comprehensive financial planning with independent market research, developed over four decades to define and deliver customized investment solutions. Responsible for overseeing all aspects of their clients’ financial well-being, Brenton Point combines experienced institutional investment management professionals with senior level wealth advisors, delivering customized investment advice, financial planning, and family office services. They have a rich history in capital markets research and investing, serving the financial needs of high-net-worth families and non-profit organizations.
Brenton Point provides services in the following:
Investment Management & Advisory
Capital Markets
Portfolio Construction
Family Office Services
Tax Planning & Analysis
Financial and Estate Planning
Banking/Lending
Savings & Retirement
DEFINE
Investor Profile
Personal & Economic Needs
Financial Goals
Risk Levels
DEVELOP
Customized Investment Plan
Portfolio Solutions
Strategic/Tactical Asset Allocations
DELIVER
Ongoing Analysis of Financial Picture & Goal Assessment
Markets/Investment Advice & Guidance
Comprehensive Reportings & Transparency