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.

Understanding the standard behind the financial advice you receive is important.A fiduciary is held to a legal and ethic...
05/26/2026

Understanding the standard behind the financial advice you receive is important.

A fiduciary is held to a legal and ethical standard to act in a client’s best interest when providing investment advice.

Financial decisions can have a lasting impact, which is why understanding the relationship you have with your financial professional matters.

At SharpePoint Private Client Group, we act as fiduciaries when providing investment advice and believe informed clients are empowered clients.

To learn more, contact SharpePoint Private Client Group.

480.999.3033 | SharpePoint.com

Today, we remember the heroes who gave everything for our freedom.This Memorial Day, we honor their courage, sacrifice, ...
05/25/2026

Today, we remember the heroes who gave everything for our freedom.

This Memorial Day, we honor their courage, sacrifice, and the families who carry their legacy forward.

05/22/2026
Creating clarity around your financial life is about more than investments, it’s about aligning your goals, priorities, ...
05/19/2026

Creating clarity around your financial life is about more than investments, it’s about aligning your goals, priorities, and the path ahead with thoughtful guidance along the way.

Whether you’re planning for the future, navigating life transitions, or seeking a more strategic approach, our team is here to start the conversation.

SharpePoint.com | 480.999.3033

Happy Tuesday! Wealth planning involves more than market performance. Strategic financial habits and disciplined decisio...
05/12/2026

Happy Tuesday!

Wealth planning involves more than market performance. Strategic financial habits and disciplined decision making can play an important role in supporting long term goals.

SharpePoint.com | 480.999.3033

Happy Mother’s Day!With appreciation for all that you do today and every day. SharpePoint.com | 480-999-3033
05/10/2026

Happy Mother’s Day!

With appreciation for all that you do today and every day.

SharpePoint.com | 480-999-3033

05/08/2026

Financial literacy plays an important role in helping individuals better understand their financial options and make informed decisions.

At SharpePoint, we believe education and planning go hand in hand when working toward long-term financial goals.

Have questions about your financial future? Connect with our team to learn more about financial planning strategies designed to help you stay focused on your goals.


SharpePoint.com | 480-999-3033

Cinco de Mayo commemorates Mexico’s victory over French forces at the Battle of Puebla in 1862. Against all expectations...
05/05/2026

Cinco de Mayo commemorates Mexico’s victory over French forces at the Battle of Puebla in 1862. Against all expectations, a relatively small and under-resourced force from the town of Puebla defeated a much larger and better-equipped French army—an enduring reminder of what determination and resolve can achieve. The victory also disrupted French expansion in North America at a pivotal moment, helping to shift momentum during a period when regional stability, including in the United States, hung in the balance.

May the 4th be with you!A thoughtful investment approach can help you stay focused through changing market conditions.Sh...
05/04/2026

May the 4th be with you!
A thoughtful investment approach can help you stay focused through changing market conditions.

SharpePoint.com | 480-999-3033

Financial wellness often starts with simple, intentional habits. Building awareness, planning ahead, and staying discipl...
04/28/2026

Financial wellness often starts with simple, intentional habits. Building awareness, planning ahead, and staying disciplined can help support long-term financial wellness.

For questions about your financial plan, connect with the team at SharpePoint.
480-999-3033 | SharpePoint.com

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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