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ClearPoint Capital

Family Office Maine, United States ·Founded 2009

Overview

ClearPoint Capital is a Maine-based family wealth management firm managing $224 million in client assets, offering comprehensive financial planning and investment services to high-net-worth individuals and families. The firm provides personalized strategies to help clients achieve their financial goals and build stronger futures. Founded by Michael Tuell in 2009, ClearPoint Capital joined Ameriprise Financial in 2020, enhancing its capabilities and resources. The firm operates offices in Bangor and Portland, Maine, and is led by Michael Tuell, with his children Jillian and John also involved in the practice. ClearPoint Capital offers a range of services, including financial planning, investment management, and retirement planning. The firm focuses on understanding each client's unique financial situation to provide tailored advice and strategies. With a commitment to client satisfaction, ClearPoint Capital has received positive feedback for its personalized approach and comprehensive financial services.

Investment Focus

High-net-worth individuals and families seeking comprehensive financial planning and investment services.

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Frequently asked questions about ClearPoint Capital

What sectors does ClearPoint Capital invest in?

ClearPoint Capital invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Maine, United States. ClearPoint Capital is listed as a family office in the ConnectSafely investor database.