Fieldpoint Private Bank & Trust

Back in 2006 and 2007 a group of friends and former colleagues began comparing notes about the quality of advice they were receiving from their financial services providers. All had complex financial pictures and were thinking actively about their financial lives and the long-term stewardship of all they had earned. Fieldpoint Private was built from the ground up to deliver customized, integrated, unconflicted wealth strategies for significant clients and institutions, and every resource, capability, and professional at the firm is committed to this purpose.