Clarity and Confidence in Financial Planning
Grove Point Finance builds enduring strategies with transparent, objective guidance to help you reach your most ambitious goals.
Our Pillars of Financial Expertise
Foundationally sound advice across every stage of your financial journey.
Portfolio Risk Assessment
Objective analysis to ensure your investments are aligned with your true risk tolerance and long-term objectives.
Goal-Oriented Growth Models
Custom investment roadmaps designed to efficiently bridge the gap between where you are and where you want to be.
Transparent Advisory Process
We demystify complex financial jargon, ensuring you understand every decision and feel empowered in your journey.
Our Partnership Models
Choose the advisory structure that aligns best with your wealth complexity and involvement preference.
Clarity Consultation
$300 / session
- ✓ Deep Dive into 1 Specific Topic
- ✓ Budgeting & Cash Flow Optimization
- ✓ Actionable Steps & Resource Guide
- ✓ No Management Fee Obligation
Guided Partnership
1.0% / AUM (Annual)
- ✓ Proactive Investment Management
- ✓ Quarterly Strategic Review Meetings
- ✓ Comprehensive Financial Model Access
- ✓ Full Access to Research & Reporting
Executive Mandate
0.7% / AUM (Annual)
- ✓ Holistic Wealth Transfer & Trust Services
- ✓ Inter-Family Financial Coordination
- ✓ Private Equity Access & Real Estate Advice
- ✓ 24/7 Advisor Availability