FIRM

Brenton Point Wealth Advisors was founded on the principles of combining experienced institutional investment management professionals with senior level wealth advisors, delivering customized investment advice, financial planning, and family office services. Our clients benefit from having access to investment thinking and capital markets expertise that traditionally was reserved for the institutional investment community. We deliver tailored investment and planning solutions to meet individual clients long-term investment goals. The Firm’s senior leaders have built and managed investment solutions that have served family offices, pensions, sovereign wealth funds, endowments and foundations globally for more than 30 years. Brenton Point Wealth Advisors is well qualified to provide private advice, guidance and access across your personal and/or institutional needs.

INVESTMENT ADVISORY

Our independent advisory approach delivers a customized investment strategy utilizing both our proprietary research and investment management expertise combined with vetted investment managers.

FAMILY OFFICE

Our family office clients engage in sophisticated investment programs. They utilize global money managers and require comprehensive reporting to manage a variety of financial needs and wealth transfer strategies.

FINANCIAL PLANNING

Develop a plan to efficiently transfer wealth and protect your family and/or business assets. Because of our strategic relationships with a diverse array of service providers, we can incorporate the right professionals for a wide variety of financial and estate planning needs.

STRATEGIC PROVIDERS

Delivering independent investment advice and guidance through institutional solutions and global banking capabilities.

LATEST RESEARCH

Brenton Point Research Process and Economic Cycle Overview

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