Clearpoint Advisors, LLC Information

Clearpoint Advisors specializes in Insurance Planning, Benefit Consultancy and Wealth Management for high net worth individuals, banks and mid-sized corporations. We work with a network of affiliated financial partners who offer specialized products which traditionally have been available only to large corporations. At the merge point of capital market financing and insurance, we apply specialized tools to provide maximum leverage for reducing acquisition costs of transactions. Our fee-based consulting services include a comprehensive review and evaluation of existing strategies and the implementation of products where appropriate. Clearpoint Advisors was created to be an integrated compensation and benefits resource to clients addressing compensation, health and welfare benefits, and qualified and non-qualified retirement plans for mid-size organizations. We are independent investment advisors and plan consultants to address the fiduciary plan considerations and independent investment advisory services. Health and welfare coverage is handled for clients through Clearpoint resources along with affiliated partners. We work with all of the carriers and provide the service capability to effectively utilize cost management design tools such as HRA and HSA accounts. We have expertise in designing, implementing and administering executive benefits plans.