At FirstPoint, wealth management is our core business.
If asked whether they would be interested in providing enhanced services to better serve the needs of clients, most advisors would answer yes. However, advisors, like most professionals, are hesitant to enhance their services if it means a disruption to clients, employees or process.
At FirstPoint Financial, we understand the enormous toll a disruption like this can have on your business. That is why we focus, first and foremost, on providing turnkey solutions to help our clients take their business to the next level.