At a Glance

You can have it all.

If you are advising sophisticated families and considering a new firm, it may seem as if every alternative comes with its own compromises. Fieldpoint Private is different.

  • World-class wealth management
  • Sophisticated banking and lending
  • Unconflicted boutique
  • Industry-leading variable comp
  • Top-tier deal

As boutique as an independent. As robust as a wirehouse. Holistic in the truest sense. And the freedom to run your practice.

You can have it all. Let’s start the conversation.

Bob Matthews
President and CEO
203-413-9302
bobmatthews@fieldpointprivate.com

LEARN MORE

Fieldpoint Private Wealth Planning Graphic

Top-tier deal

Street-leading variable comp on investments

Street-leading comp on banking and lending,
including a trail

Growth bonus

Compensation on held-away assets

Every wirehouse transfer has exceeded 100% of
trailing 12 earnings, in year one (average 120%)

On net-of-expenses basis, competitive with or
superior to
independent channel

 

Fieldpoint PAM Awards 2019 Fieldpoint PAM Awards 2018 Best Private Wealth Manager,  Client Service, Under $5 Billion – 2019

Best Private Wealth Manager, Under $5 Billion, Highly Commended – 2018

Best Private Wealth Manager, Under $5 Billion – 2016

Best Private Wealth Manager, Under $5 Billion – 2015

Fieldpoint PAM Awards 2016 - winner logo Fieldpoint PAM Awards 2015 - winner logo