Sharpepoint, LLC

SharpePoint offers investment advice tailored to clients' needs, including asset allocation strategies using stocks, bonds, mutual funds, and annuities. They also provide financial planning services such as risk assessment, investment planning, estate planning, and financial organization. SharpePoint manages accounts on a discretionary or non-discretionary basis for individuals, charities, and small businesses. They also offer services for accounts held away from their primary custodian, such as 401(k)s.