SharpePoint Private Client Group

SharpePoint Private Client Group Planning & Wealth Strategies We simplify the demands of managing your wealth to enable you to devote more time to your personal endeavors and your loved ones.

A thoughtful financial strategy starts with understanding what matters most to you.At SharpePoint, we work with clients ...
09/01/2026

A thoughtful financial strategy starts with understanding what matters most to you.

At SharpePoint, we work with clients to develop personalized strategies designed around their financial goals and priorities.

Commitment. Clarity. Confidence.

Build for more.Thoughtful financial planning starts with a strategy built around your goals.Commitment. Clarity. Confide...
08/25/2026

Build for more.

Thoughtful financial planning starts with a strategy built around your goals.

Commitment. Clarity. Confidence.

SharpePoint.com

Investment advisory services offered through SharpePoint, LLC, a registered investment adviser.

Q3 is a good time to check in.As markets move and life changes, your financial plan should continue to reflect your goal...
08/18/2026

Q3 is a good time to check in.

As markets move and life changes, your financial plan should continue to reflect your goals, priorities, and long-term objectives.

Is your plan still aligned with where you’re headed?

Commitment. Clarity. Confidence.

Investment advice offered through SharpePoint, a Registered Investment Adviser.

Financial Term Tuesday | Compound Interest Compound interest is when interest is earned on both your original amount and...
08/11/2026

Financial Term Tuesday | Compound Interest

Compound interest is when interest is earned on both your original amount and previously accumulated interest. Over time, compounding can play an important role in long-term financial growth.

For educational purposes only. Investing involves risk, including possible loss of principal.

Retirement looks different for everyone, but having a plan can help you prepare for what lies ahead.What’s your biggest ...
08/04/2026

Retirement looks different for everyone, but having a plan can help you prepare for what lies ahead.

What’s your biggest retirement concern?

Comment the number below:
1️⃣ Outliving my money
2️⃣ Rising healthcare costs
3️⃣ Market volatility
4️⃣ Taxes in retirement
5️⃣ Other

Commitment. Clarity. Confidence.

Investment advice offered through SharpePoint, a Registered Investment Adviser.

Every financial journey begins with a first step. Whether you’re planning for retirement, navigating a life transition, ...
07/28/2026

Every financial journey begins with a first step. Whether you’re planning for retirement, navigating a life transition, or simply looking to better understand your financial picture, having a plan can help bring clarity and confidence.

If you’re ready to start the conversation, we’re here to help.

Investment advice offered through SharpePoint, a Registered Investment Adviser.

TRUE or FALSE? Social Security rules can be confusing especially if you plan to continue working during retirement.Many ...
07/21/2026

TRUE or FALSE?

Social Security rules can be confusing especially if you plan to continue working during retirement.

Many people are surprised to learn that your age, earnings, and when you claim benefits can all play a role in how Social Security works.

Let’s test your retirement knowledge:

True or False: You can continue working while collecting Social Security benefits.

Cast your vote in the comments below!

This content is provided for informational and educational purposes only and should not be considered investment, tax, or legal advice. Advisory services are offered through SharpePoint, LLC, a Registered Investment Adviser.

What Are Capital Gains?Capital gains refer to the increase in value of an investment from the time it is purchased until...
07/14/2026

What Are Capital Gains?

Capital gains refer to the increase in value of an investment from the time it is purchased until it is sold.

Understanding key financial terms can help you feel more confident about your financial future.

This content is for informational purposes only and should not be considered investment, tax, or legal advice.

Finding balance starts with understanding your financial priorities.Financial planning involves evaluating your current ...
07/07/2026

Finding balance starts with understanding your financial priorities.

Financial planning involves evaluating your current financial situation, considering future objectives, and developing a strategy based on your individual circumstances.

Every person’s financial situation is unique. Taking the time to understand your priorities is an important part of the planning process.

To learn more about SharpePoint and our financial planning approach, contact our team at 480-999-3033

🇺🇸 Happy Independence Day from all of us at SharpePoint!Today, we celebrate the freedoms and opportunities that make our...
07/04/2026

🇺🇸 Happy Independence Day from all of us at SharpePoint!

Today, we celebrate the freedoms and opportunities that make our nation strong. As you enjoy time with family and friends, we wish you a safe, joyful, and memorable Fourth of July.

Happy 4th of July! 🇺🇸

Address

5090 N 40th Street, Ste 200
Phoenix, AZ
85018

Opening Hours

Monday 7am - 4pm
Tuesday 7am - 4pm
Wednesday 7am - 4pm
Thursday 7am - 4pm
Friday 7am - 4pm

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