WHO WE ARE
Clearpoint Advisors specializes in sophisticated problem solving in executive compensation, employee benefits, insurance planning and wealth management for corporations, institutions and high net worth individuals, utilizing an integrated team of financial professionals in key disciplines.
A holistic consulting practice that provides clear and to the point services for corporations, executives, and high net worth families & individuals. Our passion is to help a corporation or individual fully leverage their balance sheet and understand the parameters of their risk profile.
We provide a 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.
Clearpoint. Your resource for compensation & benefits, risk based capital consulting, and high net worth resources.