# SharpePoint SharpePoint is a Bank / Wealth / Trust based in Phoenix, United States. ## Overview - **Organization type:** Bank / Wealth / Trust - **Headquarters:** Phoenix, United States - **Region:** North America - **Address:** 5090 N. 40th Street Suite 200 Phoenix, AZ 85018, United States - **Founded:** 2018 - **Assets under management:** Undisclosed - **Website:** sharpepoint.com - **LinkedIn:** https://linkedin.com/company/sharpepoint-private-client-group ## Regulatory record - **CRD number:** 290719 - **SEC file number:** 801-119916 - **Registration status:** Registered - **Reports private funds:** Yes - **IAPD record:** https://adviserinfo.sec.gov/firm/summary/290719 ## About 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. ## People - Brian Robinson — Team Member - Jason L. McCaleb — Team Member - Daniel Laraway — Team Member - Erin Crosby — Team Member - Wendy Orellana — Team Member ## Questions ### 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. ## Related profiles - [Sharpen Capital](https://altss.com/profile/sharpen-capital) - [Sharper & Granite](https://altss.com/profile/sharper-granite) --- Last updated: 2026-06-03T20:00:00.000Z Canonical page: https://altss.com/profile/sharpepoint Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology