ClearPoint Wealth Management, Colleyville TX
We help retirees and pre-retirees with $1M+ in assets turn complexity into clarity—so you can make smart decisions, reduce taxes, and enjoy a secure, purpose-driven retirement.
ClearPoint Wealth Management specializes in financial planning for retirees and pre-retirees with $1M+ assets, focusing on tax efficiency, wealth preservation, and retirement confidence.
About
ClearPoint Wealth Management is a fiduciary financial advisory firm specializing in comprehensive planning for retirees and pre-retirees with $1M+ in assets. The firm provides personalized strategies for wealth preservation, tax minimization, retirement income planning, estate planning, and behavioral coaching, ensuring clients achieve a secure and fulfilling retirement.
Services
Retirement Planning
Helps retirees and pre-retirees with $1M+ in assets create a clear, actionable retirement strategy, covering income, taxes, investments, Social Security, Medicare, and long-term care needs.
Tax Strategy & Filing
Provides proactive, year-round tax planning to minimize tax burdens now and in retirement, coordinating directly with clients' CPAs.
Estate & Trust Planning
Partners with estate attorneys to create plans that protect legacy, coordinate charitable giving, and ensure smooth asset transfers.
Investment Management
Builds low-cost, tax-efficient portfolios focused on growth, protection, and reliable retirement income.
Behavioral Coaching
Provides guidance to help clients stay focused on long-term strategies, avoiding common behavioral pitfalls in investing.
Risk Management
Assesses and mitigates risks related to insurance, long-term care, and liability exposures.
