Solid Point Wealth Advisors
Multi family office in the United States.
Identity
- HEADQUARTERS
- United States
Overview
This multi family office is based in the United States. 5 people are named on its team.
People
- Christopher RoopAdvisor, Chief Compliance Officer, and member of the Investment Committee · source
- Antony DeSorboAdvisor and member of the Investment Committee · source
- Brian GambillCFA, chairs the Investment Committee · source
- Bryan Burdickclient wealth planning and Investment Committee · source
- Michael BristolDirector of Marketing · source
Classification
Multi Family Office. Provides family-office services to several families and invests or allocates their money — through mandates, its own programmes or club deals. Advice-only firms are not listed. How family capital is classified →
FAQ
Solid Point Wealth Advisors is a multi family office based in the United States.
Solid Point Wealth Advisors does not publicly state whether it invests directly or through funds.
Key people at Solid Point Wealth Advisors include 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) and Bryan Burdick (client wealth planning and Investment Committee).