SharpePoint Private Client Group

Based in Phoenix, SharpePoint Private Client Group is an independent Registered Investment Advisor offering financial planning and investment solutions. Its work begins with a customized plan that considers a client's full financial picture and adapts as circumstances change. Through its SynerG process, the firm helps clients identify, organize, and manage financial details using a step-by-step approach. Services address long-term strategic planning, protecting family savings, building wealth, and preparing for retirement income. Plans can also account for life goals and milestones, with guidance for busy professionals balancing current needs and future goals. An in-house team serves clients as fiduciaries and provides support through major financial decisions. The firm also shares commentary on financial topics, including Social Security claiming choices and tariffs.