HUDSONPOINT | capital

Through our team approach, our firm is solution based and not product driven. Our process includes a getting to know the client process where, after numerous meetings and phone conferences, we help identify the gaps in your familys current investment strategy and provide real solutions to any shortfalls aimed at moving your familys financial future in the right direction. Our vast platform allows us to provide our clients with a diversified investment portfolio that is suitable for the individual clients investment goals and risk tolerance. Taking on the role of quarterback for our clients, we work alongside your existing legal, accounting, banking and insurance advisors to assist families with their financial and life needs that could include obtaining long-term insurance, setting up trusts, drafting wills, managing or setting up 401ks, IRAs or other retirement accounts and managing inheritance taxes. If you need assistance with obtaining third party advisors, we can introduce ...