WHO is
Fieldpoint Equity
Fieldpoint Equity is a Family Office that delivers nontraditional investment opportunities to the doorsteps of other affluent families and Family Offices across the US. Our portfolio includes a diverse collection of companies and real estate, carefully sourced and vetted to provide all partners with stable, predictable, and recession resistant cashflow and appreciation.
Services We Provide
Do you need help managing your money?
If you’re like many Americans, you might need a hand.
Financial Services
Tax Efficient
Investment Vehicles
Lifetime Income Investments
Cash Flow Portfolio Review
Stock Portfolios
Business Succession Planning
Company Buy/Sell Agreement Services
Life Insurance
Fixed Indexed Annuity’s
Complimentary Second Opinion on your Finances
Complimentary Foundation & Endowment Investment Policy Statement Review
Expert Guidance
WHY use Fieldpoint Equity Financial Services?
A Financial Advisor could boost your retirement savings by:
102% on average
A 2019 Vanguard study found that a hypothetical advisor-directed $500K investment would grow to over $3.4 million over 25 years, while a self-managed portfolio would total $1.69 million – 50% less – over the same period. The study's advisor-managed portfolio averaged 8% annual growth over a 25-year period, compared to just 5% growth for a self-managed portfolio.
(1) Hypothetical earnings assuming 5% annualized growth of $500k portfolio versus an 8% annualized growth via a financial advisor-directed portfolio over 25 years. Hypothetical assumes a 5% net self-managed return verses a 3% added net annual value following professional financial advice.
HOW to Learn MORE
You’ll begin by answering a few questions about yourself and your current finances, and then we’ll match you with an advisor suitable to your needs.
What Our Clients Say about Fieldpoint Equity
