About Fieldpoint Private
Fieldpoint Private is a wealth management firm that provides a range of financial services to high-net-worth individuals, families, and institutions. Founded in 2008, the firm is dedicated to delivering personalized investment strategies and financial planning solutions tailored to the unique needs of its clients. Fieldpoint Private offers a comprehensive suite of services, including investment management, financial planning, trust and estate services, and family office services. The firm prides itself on its client-centric approach, emphasizing transparency, integrity, and a deep understanding of each client's financial goals. With a team of experienced professionals, Fieldpoint Private aims to build long-term relationships with its clients, helping them navigate the complexities of wealth management and achieve their financial objectives. The firm operates with a commitment to fiduciary responsibility, ensuring that clients' interests are always prioritized in every aspect of their financial journey.
Company facts
- Industry
- Financial Services
- Sub-industries
- Wealth Management, Investment Management, Financial Planning, Trust Services, Family Office Services
- Location
- Greenwich, United States
- Employees
- 1–10
- Revenue (USD)
- <1M
Products and services
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