A complete list of active advisors currently associated with ClearPoint Wealth Management

Warmer can help you find a great advisor at ClearPoint Wealth Management or one who fits your needs even better.

ClearPoint Wealth Management provides investment management and financial planning services to individuals, including high-net-worth clients. The firm offers continuous wealth management — including discretionary portfolio management across stocks, bonds, mutual funds, ETFs and cash equivalents — and also provides limited-scope, project-based financial planning on request. ClearPoint works with clients to establish an investment policy and asset-allocation targets through personal discussions of goals, risk tolerance and tax considerations, and implements a mix of passive and active strategies informed by fundamental and mutual-fund/ETF analysis. Accounts are typically managed on a discretionary basis with quarterly reviews, the ability for clients to impose written investment restrictions, and — at a client’s election — a financial plan provided at no additional fee alongside investment management. A notable feature of the firm is its offer to cover the cost of basic estate-planning and individual tax-preparation services provided by an independent third party for clients with more than $1,000,000 in assets under management, while maintaining a stated policy of not being affiliated with or receiving compensation from recommended third-party professionals. ClearPoint is a fee-only registered adviser that discloses adherence to a formal Code of Ethics and was formed and registered in 2025, operating with a small client base and team structure that may result in more direct advisor access.

To learn more about the advisors currently working at ClearPoint Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.