Institutional Investment Management

by | Feb 20, 2020

Institutional investment management Through our partnership with Stonebridge Capital Advisors, we assist institutional investors in a fiduciary capacity that puts the company/clients’ interests first. Clear Direction guides the Stonebridge team led by John Schonberg,...

Risk Management

by | Feb 20, 2020

Risk Management Through our associates at Strategic Risk Alternatives, we help affluent entrepreneurs mitigate risk across the enterprise with the goal of asset protection.  Where suitable, these opportunities are now available to small and middle market companies at...

Business Advisory

by | Feb 20, 2020

Business advisory For many business owners, your business is the most significant financial asset on the balance sheet…WealthPoint was founded on the belief that all too often, in planning, entrepreneurs and affluent family groups are asked to make big decisions...