Skip to content
SP
Multi-Family OfficeRIA · CRD 323093SEC-Registered

Updated:

Solid Point Wealth Advisors

Solid Point Wealth Advisors is a wealth management firm focused on managing risk while meeting client goals. Advisors work directly with clients, and the...

Overview

Solid Point Wealth Advisors is a wealth management firm focused on managing risk while meeting client goals. Advisors work directly with clients, and the firm maintains an Investment Committee that oversees proprietary portfolios and manager selection.

General information

Firm type

Multi Family Office

Principals

Christopher Roop

Advisor, Chief Compliance Officer, and member of the Investment Committee

Antony DeSorbo

Advisor and member of the Investment Committee

Brian Gambill

CFA, chairs the Investment Committee

Bryan Burdick

client wealth planning and Investment Committee

Michael Bristol

Director of Marketing

Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.

Research Solid Point Wealth Advisors in Altss

Explore available research and relationship coverage for this adviser in Altss.

Book a demo

Browse by category

More Multi Family Office profiles