Wealth Management

Headquartered in Greenwich, Connecticut, Belpointe’s wealth management services are provided by Belpointe Asset Management, LLC and located at 125 Greenwich Avenue, Greenwich, CT 06830.

Belpointe Asset Management, LLC was founded in Greenwich, Connecticut in February 2007. Belpointe’s entrepreneurial nature has taught us the importance of financial planning with the understanding that plans will change. The belief that financial plans should be updated frequently means that we must have a close relationships with our clients.

Asset Management

Whether we are managing a broadly diversified investment strategy meant to meet retirement needs or niche strategy, our goal is to offer investment solutions that allow individuals to invest with the advantages traditionally offered to institutions. Learn about our Asset Management services.

Insurance Solutions

Belpointe’s Wealth Advisors are licensed to sell insurance and may assist you with your life, disability and health insurance needs. We sell three types of life insurance: Term Life, Whole Life and Universal Life. We offer life insurance from some of the most well known carriers such as MetLife, ING, Prudential and The Hartford.

Alternative Investments

Belpointe typically invests alongside other institutional partners in placing its own capital into real estate, private equity and hedge fund investments.