Who We Are:
Privately owned investment boutique managing $1B+ for individuals, families, and nonprofit organizations nationwide
What We Do:
In-house research, customized portfolios, and full-service financial planning
Our Team
Advisors with advanced credentials such as CFA®, CFP®, and CPWA®, supported by experienced staff
Client Experience
High-touch client service combining time-tested advice with thoughtful technology adoption, plus coordinated support across tax, legal, and estate planning
"Hamilton Point focuses on quality in everything we do, while putting the client at the center of how we operate."