Established in 2008, Fort Point is a boutique wealth advisory firm that works with high net-worth individuals and families. We seek to create a positive investor experience through equal parts planning, design, implementation, and reporting. Our disciplined, solutions-based investment process aims to deliver consistent portfolio returns with dramatically reduced volatility, high liquidity, and tax efficiency.
Fort Point is headquartered in San Francisco with additional offices in Denver and Boston.
Our team has been assembled to ensure a client experience defined by investment excellence through superior risk control, exceptional service, and attention to detail.