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About Bearing Point Capital

The complexities that come with significant wealth call for far-reaching care that frees you from the burdensome day-to-day management of your investments. Working closely with a wealth manager experienced in serving distinctive individuals, families and businesses enables you to spend your time where it matters most. We tailor our full range of wealth management services to wherever you are in life and your goals at each stage. Through a process that is detailed and time-tested, we go to great lengths to provide a holistic approach of custom financial planning, investment management, charitable giving and tax and estate planning strategies specifically for you. As your financial stewards, we coordinate with your other trusted advisors to get a detailed look at every aspect of your life to ensure a holistic approach to serving you. ____________________________________________________________________________ Information provided within this platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Bearing Point Capital and its representatives are properly licensed or exempt from licensure. Bearing Point Capital is neither an attorney nor an accountant, and no content on this platform should be interpreted as legal, accounting or tax advice. Past performance is no guarantee of future returns. Investing involves risk and the possible loss of principal. Bearing Point Capital, LLC 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.

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