Wealth Advisory

We design and manage customized portfolios to address the unique characteristics of each client’s balance sheet and risk exposures.

Our clients often have nuanced portfolios that may include substantial concentrated, restricted or otherwise illiquid assets that require a specialized approach to allocating liquid capital and managing total portfolio risk.

Fort Point’s investment philosophy highlights our approach to portfolio construction and our focus on maximizing the long-term, risk-adjusted compounding experience for clients.

We provide comprehensive wealth planning to address critical transitions in clients lives.

Fort Point’s approach to planning includes detailed scenario modeling and cash flow analysis to inform our decision-making process, enabling our clients to achieve their goals and to optimize financial outcomes. We work in close consultation with our clients’ accountants, lawyers, and other advisors throughout our relationship.

Areas of expertise include:

• Pre- and Post-Liquidity & Retirement Planning
  • Private Company Ownership
  • Pre-IPO Stock Strategies
  • Qualified Small Business Stock Elections
• Multi-Generational Family Planning
• Charitable Giving Strategies