Team profile


Why, Guiding Principles and Credo

WHY
Inspire Confidence - Simplify Life - Reduce Stress

Our GUIDING PRINCIPLES

  • Your Goals, Our Mission
  • Meaningful Work, Meaningful Relationships
  • Planning with Purpose
  • Guidance For Generations
  • Clarity in Every Step

Our Credo
At ClearPoint Capital, your goals are our mission. We Believe in doing meaningful work that leads to meaningful relationships - built on trust, respect and shared success. Financial strategies should be more than numbers - they should reflect your values, dreams, and the legacy you want to build. We believe in open communication and transparent guidance, empowering you to make confident, informed decisions.

Areas of focus

  • Business Retirement Plans
  • Retirement Income Strategies
  • Investment Management
  • Retirement Planning Strategies
  • Insurance
  • Retirement Plan Distribution

Awards & recognition

  • Michael Stephen Tuell, Ameriprise Ultimate Digital Excellence Award, 2022

Community participation

My son Cooper and I getting ready for practice
My son Cooper and I getting ready for practice