Clients please note: Unless prompted by you, Fieldpoint Private (or any other legitimate financial organization) will never ask for sensitive personal information. We are here to help you remain vigilant in protecting yourself from financial fraud. Read our helpful reminders and tips.

Meet the founders of Fieldpoint.
How they came together and why they created the firm.

With the wisdom of careers at the pinnacle of finance and industry, our founders came together to establish Fieldpoint Private as an alternative to what they believed had gone wrong with financial stewardship in America – a new, independent choice for successful families and institutions, and the professionals who serve them.

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