Financial experts dedicated to the well-being and security of our clients through a team approach that is comprehensive, deeply personal, and highly professional.
Our Services
Our expert portfolio management is tailored to suit the particular investment goals of each client.
Planning
The Running Point team works closely with each client to develop a comprehensive plan for a lifetime of prosperity and security.
Management
Our business management professionals work seamlessly to provide solid financial reporting and a full slate of business services.
Consulting
Proactive, holistic tax planning may lead to better long-range outcomes for you and your family.
Services
We incorporate intelligent insurance planning into our business, personal, and estate planning process.
Estates
Experience makes all the difference in trust administration, which must facilitate input from multiple overseers for the well-being of beneficiaries.
Office
We offer the full services of our team through our virtual office capabilities, which includes the availability of video conferencing.
Our
Team
The Running Point team offers expertise and personalized service in a complete range of financial specialties—all in a single multifamily office.
Meet the Team