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Brenton Point Wealth Advisors

EST. AUM
$27,679,488

CONTACTS
7

CLIENT ACCOUNTS
94

Firm Details

Metro area New York City
CRD Number 287603
Website brentonpoint.com
Client types

Overview

Brenton Point Wealth Advisors is established on the principles of integrating seasoned institutional investment management professionals with senior-level wealth advisors to offer customized investment advice, financial planning, and family office services. Clients gain access to investment insights and capital markets expertise typically reserved for the institutional investment sector. The firm provides tailored investment and planning solutions designed to align with individual clients' long-term investment objectives. With over 30 years of experience, the senior leaders at Brenton Point Wealth Advisors have developed and managed investment solutions for family offices, pensions, sovereign wealth funds, endowments, and foundations worldwide, positioning the firm to deliver private advice and guidance across both personal and institutional needs.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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