Contact Our Wealth Management Specialists

We’re here to help. Whether you’re reassessing your current strategy, navigating cross-border considerations, or simply want a second opinion on your next financial move.

Prefer a conversation? Let’s talk.

If you’re managing investments, considering cross-border pension decisions, or simply looking for a second opinion, we’re happy to help. Fill out the form, or reach out directly using the details below. We typically respond within one business day.

Email Us

info@blackpointcp.com

Address

150 Alhambra Circle
10th Floor
Coral Gables, FL 33134

Call us

(305) 600-2144

Questions Before You Reach Out?

We’re here to make it easy. These are some of the most common questions we get from new clients – whether you’re still exploring your options or ready to talk.

Yes, we offer an initial consultation at no cost. It’s an opportunity for us to learn more about your situation and see whether we’re the right fit for your needs. There’s no obligation to move forward.

We work with high-net-worth individuals and families across the US, as well as UK expats living in the US. Most of our clients have $500,000 or more in investable assets and are looking for clear, ongoing financial guidance. Whether they’re planning for retirement or managing cross-border wealth, they want to feel more confident about their long-term strategy.

Most of our meetings are held virtually, allowing us to work with clients across the US and internationally. In-person meetings are available in select locations by appointment.

We’re a fiduciary firm offering fee-based financial planning and investment management. That means our core services are compensated through transparent, straightforward fees. In some cases, such as when implementing life insurance strategies, we may receive commissions, and we always disclose this upfront.

No documents are required for your first meeting. You’re welcome to bring notes or questions, but we’ll guide the conversation and let you know if anything specific would be helpful down the line.

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