Mission & Vision

Clearpoint Advisors is holistic consulting practice that provides Clear and to the Point services for corporations, executives, and high net worth families & individuals. We aim to provide clarity and straight forward approaches to the merge point of insurance and benefits.

Why: Our passion is to help a corporation or individual fully leverage their balance sheet and understand the parameters of their risk profile.

How: We provide the most comprehensive solution set to our clients by partnering with like minded firms. We do not believe that any one strategy is better than another. We work closely with CEO’s and other top management executives to create amazing customized solutions.

What: Clearpoint. Your resource for compensation & benefits, risk based capital consulting, and high net worth resources.

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