Single Point Partners

Single Point Partners offers Wealth Logistics, a comprehensive financial planning, account aggregation, and financial and business consulting service. As a client, you'll have a dedicated "Personal CFO" to manage your finances. Single Point will gather information about your income, investments, and goals, then create a plan to help you achieve them. They'll also manage your investment accounts and communicate with your other financial professionals. Clients receive reports on all their assets, even those not managed by Single Point.