ENTRYPOINT WEALTH MANAGEMENT

Overview

Entrypoint Wealth Management is an independent registered investment adviser operating as a limited liability company focused on individuals and families. The firm provides financial planning and portfolio management for individuals and small-business owners and charges clients using a mix of percentage-of-AUM, hourly, and fixed fees. Entrypoint is not positioned as a capital allocator or pension consultant and does not identify as an active ESG investor. Investment activity centers on publicly available pooled vehicles for core exposure, with a clear tilt toward mutual funds and public funds as the primary portfolio building blocks. At the same time, the firm uses third‑party external managers to gain exposure to private markets and real assets: private equity, private placements, real estate, commodities and oil & gas are explicit components of their alternative allocation toolkit. That approach suggests Entrypoint mixes diversified, liquid mutual‑fund sleeves for core allocation while layering less liquid, manager-driven alternative positions where appropriate for client objectives.

Assets & Accounts

Investments & Alternatives

Location & Offices