Our Offering

Consulting And Advice

At Farpointe Wealth Partners, we begin each partnership by gaining a deep understanding of what makes your business unique. Our approach begins with listening and asking questions. We then provide ongoing consultative advice to our advisors and their teams. This advice falls into several categories and forms a comprehensive support structure to continuously improve every aspect of your practice.

Business Development

Branding

Marketing

Wealth Management

Client Acquisition

Mergers & Acquisitions

Operational Efficiency

Technology

Workflows

Systems

Portfolio Construction Process

Client Segmentation

Client Communication

Human Capital

Hiring and Retaining Employees

Employment Documents

Interviewing Candidates

Performance Reviews

Employee Development

Organizational Structure

Practice Management

Business Formation

Strategic Planning

Pricing

Time Management

Compliance Support

Succession Planning

Continuity Plans

Succession Plans

Exit Strategies

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

info@farpointewealth.com | (972) 616-4595