Total Wealth Management for Your Life
Experience handcrafted wealth strategies combining fiduciary investment management with a tiered fee schedule you can understand. That’s the Cedar Point difference.
Our Comprehensive Portfolio Management Services
Discretionary Investment Management
Leave the financial management to us, directed by your goals, objectives, and risk tolerance.
Retirement Planning
Prepare for your next chapter with advisers focused on your wealth, health, and legacy.
Tax Planning
Simplify your tax picture and plan for future scenarios with advanced tools and insights.
Estate Planning
Protect your legacy and ensure your wishes are honored with true estate planning expertise.
Insurance Review
Identify protection gaps and safeguard what matters with a full assessment of your coverage.
Education Planning
Build your human capital with education funding strategies that prioritize tax efficiency and growth.
Stock-Based Compensation
Make the most of your stock options with personalized tax and timing advice.
Charitable Giving
Leave a lasting legacy with giving strategies that balance generosity and tax efficiency.
Investment Strategy
Grow and protect your wealth with investment strategies rooted in evidence, not trends.
Personal Financial Planning
Get a tailored financial plan that evolves with you and supports your life’s milestones.
Why Work with Us?
Transparent Fee Schedule
Access comprehensive portfolio management for less than 1% of your assets under management, and as little as 0.25%. ($500,000 minimum balance.)
Financial Aggregation
Access all of your financial data and plans in one place with the Cedar Point Capital Partners web portal and mobile app.
Formalized Process
Trust in a holistic financial planning process that includes your goals and objectives, risk tolerance and time horizon, tax scenarios, and more.
Fiduciary Rigor
Leave your portfolio to our proven Investment Management Process, guided by fiduciary-grade investment criteria and rebalancing strategies.