Investment Perspectives

Fieldpoint insights give our clients a periodic, in-depth look at how we approach complex, contemporary wealth management strategies.

In the News

Market Briefs & Outlooks

Tax & Planning

Wealth Transfer Strategies

Webcasts & Podcasts

Weekly Perspectives

In the News

Fieldpoint Private Surpasses Two Major Milestones

Fieldpoint Private, the fast-growing wealth advisory and private banking boutique serving families and institutions, announced it has surpassed the $1 billion threshold in total bank assets, and $5 billion in total wealth management assets.

Miami Foundation Honors Joseph Fernandez for His Service

The Miami Foundation recently singled out Fieldpoint Private’s Joseph Fernandez for his service as interim President and CEO as well as the Chair of the search committee that unanimously selected Rebecca Fishman Lipsey to lead the Foundation.

Wealth Strategies Journal

Today, as a consequence of the Coronavirus and the resulting market and policy responses, we are seeing both. Here we will share the effects of this on some common planning techniques.

Fieldpoint Private Welcomes New Managing Director

Fieldpoint Private, the fast-growing wealth advisory and private banking firm serving ultra-high net worth families and institutions, today announced that Christopher DeLaura, CFP®, has joined the firm as Managing Director and Senior Advisor.