The pursuit of financial success begins with a plan

A thoughtful estate plan

Educating the next generation, providing for your family, leaving assets to charity: A thoughtful estate plan can help preserve, protect and transfer wealth to the individuals and organizations you care about most. Our team has the resources to assist your attorney and CPA in developing a personalized plan that reflects your values and aspirations. If you haven’t yet found the time to create or update your plan, we can help you and tax and legal professionals find strategies that best fit your situation.

Always here for you

Bearing Point Capital, LLC (Bearing Point Capital) is an SEC registered investment adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Bearing Point Capital may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements.

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