General Info

At SpirePoint in Vero Beach, FL, we specialize in preserving and expanding our clients' financial resources for their lifestyles and legacies. Our collaborative approach navigates wealth management complexities, fostering prosperity. As a referral-based firm, we're entrusted with both wealth and reputation. We eagerly anticipate serving the next generation, committed to integrity, personalized expertise, advocacy, and fiduciary responsibility. SpirePoint Private Client boasts a cohesive team of seasoned advisors with decades of collective experience, fostering enduring partnerships with clients. The majority come from referrals by satisfied clients themselves.