Broker Check

At our firm, we have the client, and only the client, in mind...

BlackPoint Capital Partners (BCP) is a wealth management firm founded by experienced professionals devoted to helping sophisticated clients across the globe accumulate, preserve, and transfer their wealth across generations. By specializing in tailored investment management and financial planning, BCP prioritizes each client's unique needs, including strategic retirement distribution, generational wealth transfers, and long-term accumulation objectives. We are committed to maintaining the highest standards of integrity and transparency, and we work tirelessly to earn and maintain the trust of our clients.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Frequently Asked Questions...


  • BlackPoint Capital Partners was established with a core philosophy of "Guiding with integrity and precision." Our commitment is to aiding individuals and their families in simplifying the complexities of their financial journeys. As an independent entity, we're not beholden to a corporate hierarchy that prioritizes shareholders over clients. Our independence empowers us with the flexibility to customize recommendations, allowing us to tap into a wide array of tailored solutions from premier sources. These encompass banking, lending, investments, financial planning, business planning, tax planning, and estate planning.

  • Primarily, you'll benefit from our structured process and deeply personalized method for creating a financial plan and investment strategy, ensuring the persistence of your financial security and legacy-building.

    Our independent advice and guidance are not confined to or focused on a single institution or provider. Independence enables us to access top-tier research and counsel from a broad range of financial partners, catering to the evolving needs of you and your family.

    We are excited to introduce you to "eMoney," our advanced planning software solution. This platform offers features that empower both you and our team to access your complete financial landscape in real time, encompassing assets held across various firms.

    Within eMoney, a secure and user-friendly "Vault" facilitates electronic storage for essential documents. These might include trusts, wills, tax filings, insurance records, titles, and more. You can selectively share these documents with our team to enhance collaboration while maintaining confidentiality unless you choose otherwise.

  • BGAN is the platform of choice for a number of independent advisory firms like BlackPoint Capital Partners. Our partnership with BGAN empowers us to harness technology, tools, and standardized processes, optimizing scalability and risk management. This allows us to redirect our focus where it's most important—towards clients like you. Through this collaboration, we achieve operational excellence, uphold a robust compliance culture, and provide a strong cybersecurity program to safeguard entrusted information.

    BGAN also equips partner firms with access to a vibrant community of like-minded, premier independent financial advisors. This peer group of advisors actively shares best practices, enabling us to draw from the collective intellectual capital for delivering specialized expertise and investment opportunities to clients of BlackPoint Capital Partners.

  • Yes, all of our advisors are registered as fiduciaries. This means that we are legally bound to act in your best interests at all times. It's a commitment we take very seriously, and it underscores our dedication to providing you with unbiased and client-centric financial advice.


    • In addition to our core strategies used for managing your assets, our investment management solutions are specifically tailored to your risk parameters, desired timeline, and long-term objectives. We have further enhanced our capabilities in actively managing client accounts through the utilization of state-of-the-art technology, which helps us remain client-centric in everything we do.

      Furthermore, we possess the capability to utilize "Smart Beta," also known as Factor Investing or Strategic Beta. This strategy aims to enhance the risk-return profile of a portfolio by systematically selecting, weighting, or timing investments based on specific factors or characteristics, rather than traditional market capitalization weighting. It represents a middle ground between active and passive investing.

      Smart Beta strategies have gained popularity because they offer investors a potential way to outperform traditional market-capitalization-weighted indices (such as the S&P 500) without the costs associated with active management. However, it's important to note that, like any investment strategy, smart beta carries its own set of risks and may not always outperform the market.

    • All of our clients will have around-the-clock visibility of their investments, either directly with the custodians or through BlackPoint Capital Partners' own client portal. We are currently working hard to create a "One Login" environment where clients have a real-time view of their investments wherever they are, their progress towards their financial goals, their financial plans and important documents stored in their own secure vault. The ease of our unified one login environment, inclusive of a Client Portal and Mobile App, will help you manage your financial journey seamlessly with accessibility and convenience at your fingertips.

    • We take a personalized approach to investment strategy. When you become a client, we'll start by understanding your financial goals, risk tolerance, and any unique circumstances. From there, we'll create a customized investment plan that aligns with your objectives. We also conduct regular reviews to ensure your strategy adapts to changes in your life and the market.

    • At BCP, we have crafted an investment philosophy that serves as the cornerstone of our approach to managing your wealth. Our philosophy is grounded in four key principles: diversification, long-term focus, risk management, and personalization. These principles collectively guide our decisions and actions as we strive to help you achieve your financial goals.

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