Quality Investments.
Personal Service.
Trusted Advice.

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Hamilton Point manages all aspects of client wealth from the investment approach to coordination of complex tax, retirement and estate planning.

We believe clients deserve to work with an independent, fiduciary advisor who can explain what is owned in their investment portfolios and why they own it. This not only helps them meet investment objectives in a transparent manner, but also helps give them confidence in the investments they own – even when markets are volatile.