Stonepoint Capital

We believe that finance is interwoven throughout life. It was that belief that led to the creation of Stonepoint Capital. Stonepoint is a boutique firm. This affords us luxuries that multi-billion firms can’t deliver. We’re nimble. We’re objective. None of the old Wall Street commissions, products, and conflicts are baked into our processes. It allows us to adapt to our clients specific needs while using the latest technology to serve our clients no matter where they are. Stonepoint’s goal is not to become the next Big Bank. The truth is that doesn’t matter to us. The goal is to align with our clients; to discover how each individual desires to have their finances managed and satisfy those needs in a thoughtful, sensible and research-driven manner. It’s a fresh perspective on not only investments but the management of one’s entire financial life. Behavioral Finance Behavioral biases which lead to poor investment decisions are the single largest contributor to underperformance. Understanding each client’s specific biases, along with the human nature of the markets themselves, allows us to complete the puzzle and better serve our clients. Alternative Investments We provide unique access to non-traditional investment opportunities. We believe that there’s value to be found outside of the traditional stock and bond portfolios and we have established and fostered relationships that can explore and provide that value. Tax Strategies We believe that detailed tax planning for complex financial lives can help save our clients’ money. It’s not just about creating returns; it’s about keeping them. With our distinct understanding of the US Tax Code as citizen incentives, we strategically incorporate tax strategies into the comprehensive financial plan.

Address: 1902 Wedgewood Ave, 2nd Floor, Nashville, TN 37212 USA

Phone: +1 615 807 0678
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