Updated:
SharpePoint
SharpePoint launched in Phoenix, Arizona, in 2018, founded by Brian Robinson. The firm operates as an independent Registered Investment Advisor, which legally...
SharpePoint
SharpePoint launched in Phoenix, Arizona, in 2018, founded by Brian Robinson. The firm operates as an independent Registered Investment Advisor, which legally binds it to a fiduciary standard — a structural choice that distinguishes it from broker-dealer models. The initial team also includes Jason L. McCaleb, Daniel Laraway, Erin Crosby, and Wendy Orellana. SharpePoint works primarily with individuals, high-net-worth families, charitable organizations, and small businesses. SharpePoint offers a full-spectrum wealth-management stack: financial planning, retirement planning, estate planning, portfolio management, and investment management. Rather than delegating these functions, the firm runs an in-house team that builds multi-asset-class allocations designed to balance current cash-flow needs with long-term accumulation goals. The firm's signature method, SynerG, acts as a step-by-step implementation framework that coordinates tax strategy, insurance review, and investment selection. While SharpePoint does not publicly disclose the specific vehicles it uses, its RIA structure permits direct security-level management, separate-account construction, and model-portfolio delivery. With a lean team of five professionals listed on its website, SharpePoint operates from a single office at 5090 N. 40th Street in Phoenix. The firm has not disclosed total assets under management or aggregate deployment figures. Its small scale and local footprint place it in the category of boutique wealth managers that compete on personal relationships rather than institutional distribution. No adjacent charitable foundations, venture vehicles, or external club memberships are identified. SharpePoint's structure as a fiduciary RIA eliminates the product-commission incentive that shapes advice at many bank-affiliated wealth desks. That regulatory posture, combined with a proprietary planning process specifically built for professionals in their peak earning years, gives the firm a narrow but defensible lane — one that links financial-planning rigor with ongoing investment oversight without a house-products bias.
General information
Firm type
Bank / Wealth / Trust
Year founded
2018
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Phoenix
Corporate office
5090 N. 40th Street Suite 200 Phoenix, AZ 85018, United States
Principals
Brian Robinson
Team Member
Jason L. McCaleb
Team Member
Daniel Laraway
Team Member
Erin Crosby
Team Member
Wendy Orellana
Team Member
Frequently asked questions
Is SharpePoint a single-family office or a multi-family office?
SharpePoint is neither. It is structured as an independent Registered Investment Advisor (RIA) based in Phoenix. The firm serves multiple client types — individuals, high-net-worth families, charitable organizations, and small businesses — but it does not operate as a family office dedicated to one or several ultra-high-net-worth families. Its fee-based, fiduciary advisory model is accessible to a broader client base than a typical family office would serve.
How does SharpePoint's SynerG process work in practice?
SynerG is SharpePoint's proprietary financial-planning framework, presented as a turnkey, step-by-step method. According to the firm, it begins by identifying, organizing, and managing every detail of a client's financial life, then aligns those details with a customized investment approach. The process integrates retirement planning, estate planning, tax considerations, and portfolio construction under one in-house team, with ongoing adjustments as a client's circumstances and market conditions change.
Does SharpePoint accept third-party institutional capital or fund commitments?
There is no public indication that SharpePoint accepts institutional limited-partner commitments or operates pooled investment funds. The firm markets its services as private-client advisory, catering to individuals and small entities. Its registered RIA structure supports discretionary account management for its direct clients, not a fund-of-funds or institutional separate-account platform.
What is SharpePoint's fiduciary obligation, and why does it matter?
As a Registered Investment Advisor, SharpePoint is legally bound to act as a fiduciary for its advisory clients. This means the firm must put client interests ahead of its own, disclose conflicts of interest, and seek best execution on investments. The fiduciary standard contrasts with the suitability standard that governs broker-dealers, where recommendations only need to be appropriate — not necessarily optimal — for the client.
Does SharpePoint have a documented succession plan or external ownership?
SharpePoint's public materials do not describe a succession plan, external capital partners, or parent company. The firm was founded by Brian Robinson in 2018 and operates from a single Phoenix address with a small, named team. Ownership appears to be held internally by its founding principals, though no ownership structure is disclosed.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: