Holistic Financial Management Tailored to You
We partner with clients ranging from professionals and executives to businesses and foundations. See how our handcrafted financial solutions can help you achieve your goals.
Our Private Wealth Management Offerings
Comprehensive Portfolio Management
Experience true private wealth management with an ensemble approach for less than 1% AUM. Designed for those seeking turnkey wealth management and meeting minimum balance requirements.
- Custom Portfolio Construction
- Fiduciary Investment Management
- Tax & Estate Planning
- Retirement Planning
- Charitable Giving Strategies
- Insurance Review
- Stock-Based Compensation
- Education Planning
Commitment: $500,000 minimum managed balance, with rates as low as 0.25%
Fee-Only Financial Planning & Consulting
Access our entire team of fiduciary and tax experts any time for one flat, annual fee. Perfect for self-directed investors and those taking a more active role in their portfolio.
- Personal Financial Planning
- Retirement Planning
- Tax & Estate Planning
- Investment Advice
- Insurance Review
- Education Planning
- Charitable Giving Strategies
Commitment: $6,000/year (invoiced quarterly)
Institutional Plan Consulting Services
Retirement Plan Management
Partner with Cedar Point Capital Partners to design, monitor, and optimize your company's 401(k) offering. From crafting evidence-based investment strategies to educating employees, we'll handle the details so you can focus on your business.
- Investment Policy Statements
- Investment Consulting
- Portfolio Construction
- Investment Monitoring
- Participant Education
Foundations & Endowments
Achieve your mission and grow your impact with charitable foundation and endowment management services from Cedar Point Capital Partners. As a CEFEX-certified firm, our processes are audited to meet the highest fiduciary standards required by institutional investors.
- Investment Management
- Grantmaking Strategy
- Endowment Fund Management
- Risk Management
- Compliance and Governance Consulting
- Fiduciary Oversight