Navigating a clear course toward your financial security.

Our Investment Services

Bearing Point Wealth Partners specializes in comprehensive financial planning, retirement income planning, and investment management services. Using a holistic approach to financial investment planning, we review all aspects of a client’s situation to ensure complete financial integration.

Most client relationships involve ongoing comprehensive financial planning and investment management. However, for clients who prefer to manage their own investments, we prepare comprehensive financial plans during a limited-duration engagement.

We provide business planning for clients who own small businesses. This may involve reviews of business efficiency, business organization, accounting management, business continuity planning and succession planning.

Bearing Point Wealth Partners also provides trust services through National Advisors Trust Company.  Bearing Point Wealth Partners is a shareholder of National Advisors Holdings, Inc., the parent company of National Advisors Trust Company.

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