2023 Holiday Calendar

Click on the link below to view the ClearPoint 2023 Holiday Schedule.  Our office will be closed to observe the holiday on the dates listed.  Please feel free to contact our Customer Service team if you have any questions at 800-763-0234 or email us at...

ClearPoint Team Advancements

We are proud to announce two significant strategic team advancements: the addition of Michael Johnson to the senior leadership team as Senior Vice President, Investment Management, the appointment of Beth Kmiec to the ClearPoint Board of Directors and her promotion to...

Arranger Training – Winner

Congratulations A.W. “Kippy” Lang, IV CFSP/CCO/CPC, the winner of the ClearPoint giveaway for the free registration to the NFDA Arranger Training Program in Ft. Worth, TX. Thank you to everyone who participated. If you are interested in attending, there...