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.
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.
President and CEO
Street-leading variable comp on investments
Street-leading comp on banking and lending,
Compensation on held-away assets
Every wirehouse transfer has exceeded 100% of
On net-of-expenses basis, competitive with or
|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