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Our Services

Total Wealth Practice Management

Our integrated tax planning and total wealth approach begins by asking questions. Then, we listen. Only then do we provide advice and suggestions, backed by comprehensive, proprietary services. The result? A support structure to continuously improve every aspect of your practice. 

Business Development

One of our main goals is to help you grow and enhance your business. To that end, our business development services encompass these tools:

  • Branding and marketing
  • Wealth management
  • Client acquistion and retention
  • Mergers and acquistions

Practice Management

Just as important as boosting your business is solidifying the foundation on which it's built. Farpointe's skilled staff helps you form the basis with the services below:

  • Business formation/structure
  • Strategic planning
  • Pricing
  • Time management 
  • Compliance support

Human Capital

Recognizing that people are the backbone of your enterprise's success, we're here to offer a wide range of human resources expertise and insight. As a Farpointe partner, the following is available to you:

  • Employee recruitment, hiring, and retention
  • Documentation
  • Candidate interviews
  • Performance reviews
  • Employee development
  • Organizational structure

Operational Efficiencies

When you partner with Farpointe, you receive assistance with your daily business operations and management activities. We work with you to build your strengths with the following:

  • Technology
  • Workflows
  • Systems
  • Portfolio construction process
  • Client segmentation
  • Client communication

Succession Planning

Building your business is important. So is ensuring its operations once you exit. You can rely on Farpointe's expertise to assist with all areas of planning including:

  • Continuity plans
  • Succession plans
  • Exit strategies

Want to Know More?

We look forward to meeting you to learn how we can help. For more information, contact us to set up a no-obligation meeting. 

Connect With US

Customized Approach

We're independent advisors who understand other independent advisors. As such, we listen and assess before making suggestions and formulating strategy to meet your unique goals and requirements. 

Our Approach

Knowledgeable Team

Farpointe's seasoned team has a combined 100 years of expertise in all facets of business development. The team, combined with a network of other financial advisors, offers the right foundation to support your growth. 

Meet the Team

Contact Us

We're looking for like-minded, success-driven entrepreneurs who want to learn more about how to scale and grow their businesses. If this sounds like you, get in touch with us to schedule your no-obligation appointment. 

Contact Us Today