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2022-10-06 09:08:47

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2022-10-06 09:08:47

FirmServicesInvestment AdvisoryBrenton Point Portfolio SolutionsFinancial and Estate PlanningFamily OfficeStrategic ProvidersResearchAbout UsNewsCareersContact Us Client Login Leaving our website By clicking on this link, you are leaving our site. Brenton Point Wealth Advisors LLC is not responsible for any use of, or reliance on, any third party site or any information contained therein. Accept or Decline Leaving our website By clicking on this link, you are leaving our site. Brenton Point Wealth Advisors LLC is not responsible for any use of, or reliance on, any third party site or any information contained therein. Accept or Decline Leaving our website By clicking on one of the options below, you are leaving our site. Brenton Point Wealth Advisors LLC is not responsible for any use of, or reliance on, any third party site or any information contained therein. Click Below to view Account detail or Performance detail MARKET RESEARCH Please contact Brenton Point for our latest market research at 203-318-9310 or by email at [email protected]. OK Advising private investors, families and nonprofits OVERVIEW Brenton Point Wealth Advisors was founded on the principles of combining experienced institutional investment management professionals with senior level wealth advisors, delivering customized investment advice, financial planning, and family office services. Our clients benefit from having access to investment thinking and capital markets expertise that traditionally was reserved for the institutional investment community. We deliver tailored investment and planning solutions to meet individual clients' long-term investment goals. The Firm’s senior leaders have built and managed investment solutions that have served family offices, pensions, sovereign wealth funds, endowments and foundations globally for more than 30 years. Brenton Point Wealth Advisors is well qualified to provide private advice, guidance and access across your personal and/or institutional needs. INVESTMENT ADVISORY Our independent advisory approach delivers a customized investment solution utilizing both our proprietary research and investment management expertise combined with vetted investment managers. INVESTMENT ADVISORY FINANCIAL PLANNING Defining one’s goals and developing a comprehensive plan are an essential component to achieving financial success. Our disciplined planning process provides clients with a road map to manage through life events and achieve milestones. FINANCIAL PLANNING FAMILY OFFICE We provide customized and comprehensive reporting across sophisticated investment programs to manage and track the financial needs and wealth transfer strategies of our investors. FAMILY OFFICE STRATEGIC PROVIDERS Delivering independent investment advice and guidance through institutional solutions and global banking capabilities. STRATEGIC PROVIDERS INSIGHTS 09/20/2022 Doom and Gloom Consensus is an Opportunity Learn More 08/16/2022 Extremes and Turning Points Learn More 07/20/2022 Fight the Fed Learn More OUR PEOPLE Paul Michalowski President Paul Michalowski is President of Brenton Point Wealth Advisors. Paul is responsible for overall firm strategy, client advisory, operation and business development. In addition to his responsibilities at Brenton Point, Paul is the Head of Global Marketing for Zweig-DiMenna. Previously he held various leadership roles within Bank of America/Merrill Lynch including Head of Distribution for Investment and Wealth Management, Head of Retirement Strategy and National Sales Manager for Merrill Lynch Insurance Group. He also served as an early stage Partner and Senior Vice President of the commodities firm, Gold Bullion International. He received his B.S from Fordham University. Michael Schaus Director of Market Research Michael Schaus is the Director of Market Research for Brenton Point Wealth Advisors and Zweig-DiMenna. Since joining Zweig-DiMenna in 1992, his focus has been on macroeconomic research, the analysis of market risk and the refinement of risk assessment processes, and quantitative research. For more than 20 years, Michael worked with Dr. Martin Zweig as his Head of Research. Previously, Mr. Schaus worked as an analyst at First American Bank in Washington, D.C. He holds a B.A. in Government from Georgetown University and an M.B.A. in Finance from the Graduate School of Business of Columbia University. Sign up! Sign up for our monthly newsletter and get the lastest news and research from our esteemed advisors here at Brenton point. Right into your inbox! Would you like to find out more and have someone from our team get in touch with you? Learn more [email protected] http://www.brentonpoint.com Connect with us on: New York, NY Home Office 900 Third Avenue New York, NY 10022 Phone: 212-451-1400 Madison, CT 64 Wall Street Madison, CT 06443 Phone: 203-318-9310 Westport, CT 301 Riverside Avenue Westport, CT 06880 Phone: 203-318-9510 © Copyright 2022 Brenton Point Wealth Advisors LLC. | DISCLOSURES | FORM CRS | Powered by Ingsoftware