Single Point Partners

Hiring Single Point Partners was one of the best things my husband and I have done. Their services are comprehensive and they are incredibly accessible, responsive and easy to work with. They've not only reviewed our portfolio and made recommendations and changes, but they've reviewed all aspects of our financial life. A huge weight has been lifted and I know our finances are in good hands. They feel like partners, not a vendor. Not to mention they are just lovely people! We could not recommended them more!
Oct 23rd, 2021

SPP undersells what Family CFO means. Real time Fin stmt w Bal Sheet and cash. Track and implement a level of detail I didn't expect. Very responsive. Made several significant $ recommendations. Work well with other advisors (CPA, Legal). Investment evaluation very helpful.
Oct 15th, 2021

Our two advisors and their support team at SPP have been an absolute pleasure to work with. Operating much like a family office would, they are always extremely available, responsive and resourceful with strategic counsel and solutions at the ready. We look forward to growing further with Seth and Bob. Thank you!
Sep 27th, 2021

Having utilized several large institutional financial advisors/asset management companies over the years, I think the benefits and services provided by Single Point Partners in comparison are truly outstanding. Single Point's flat fee structure based on assets managed compares favorably with big asset management companies that guide you to invest in their in-house mutual funds, charge high transaction fees, have a lot of investment churn and not much transparency. With a flat fee, all this goes away. In addition to a better cost structure for investment services, Single Point also provides invaluable additional services for the same flat fee that run the gamut from arranging valuations of business properties being put in trust, detailed estate planning, advice regarding tax law changes, life insurance policy adjustments, medical insurance plans and potential major asset changes - (house buying), interfacing with lawyers on grantor trust creation and much more. With Single Point Partners, we have an accessible trusted advisor that provides expertise for all things financial.
Oct 25th, 2021

This group is very thoughtful, responsive, and professional. We have been working with them for years and always have a great experience.
Sep 21st, 2021