Financial experts dedicated to the well-being and security of our clients through a team approach that is comprehensive, deeply personal, and highly professional.

Our Services

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Investment & Asset Management

Our expert portfolio management is tailored to suit the particular investment goals of each client.

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The Running Point team works closely with each client to develop a comprehensive plan for a lifetime of prosperity and security.

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Our business management professionals work seamlessly to provide solid financial reporting and a full slate of business services.

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Tax Preparation &

Proactive, holistic tax planning may lead to better long-range outcomes for you and your family.

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We incorporate intelligent insurance planning into our business, personal, and estate planning process.

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Trusts &

Experience makes all the difference in trust administration, which must facilitate input from multiple overseers for the well-being of beneficiaries.

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We offer the full services of our team through our virtual office capabilities, which includes the availability of video conferencing.


The Running Point team offers expertise and personalized service in a complete range of financial specialties—all in a single multifamily office.

Meet the Team
Running Point Team
We Are Available by Video Conference

Running Point always offers the option of video conferencing, from initial consultation to ongoing strategic planning sessions, as one of our virtual office capabilities. We recognize how vital this is during the current COVID-19 crisis. Simply contact us to arrange a session. Our full team is available to serve you.