©2022 Fort Point Capital Partners LLC

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

Wealth Advisory Team

Ralph Drybrough

Managing Partner

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Paul Touchstone, CFA

Managing Partner

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Tim McDowell

Managing Partner

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Robin Brinckerhoff, CFP

Partner

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Ted Bruenner, CFA

Partner and Portfolio Manager

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Lisa Church

Partner and Director of Operations

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Mark Anderson, CFP

Managing Director

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Sola Awofala

Managing Director

Chad DeMartini

Managing Director

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Nicholas King

Managing Director

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Sabrina Lowell, CFP, CPCC

Managing Director

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John McDevitt

Managing Director

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Wade Pitts, CFP

Managing Director

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Heidi Johnson

Chief Compliance Officer

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Sean Berry

Investment Associate

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Brandon Tu

Investment Associate

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Srishti Chhabra

Client Service Associate

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Catherine Nguyen

Client Service Associate

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Gina Reyes

Client Service Associate

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