Clearpoint Advisors, LLC

Financial ServicesPennsylvania, United States11-50 Employees

Clearpoint Advisors, LLC is a financial services firm based in Sewickley, Pennsylvania 15143, United States, with 11-50 employees and reported annual revenue in the range of $1 million to $10 million. The company focuses on insurance planning, benefit consultancy, and wealth management for high net worth individuals, banks, and mid-sized corporations. It collaborates with a network of affiliated financial partners to offer specialized products typically available to larger organizations and operates at the intersection of capital market financing and insurance to help reduce acquisition costs in transactions. Its fee-based consulting services include reviewing existing strategies and implementing appropriate products, and it positions itself as an integrated resource for compensation and benefits, health and welfare programs, and both qualified and non-qualified retirement plans for mid-size organizations. Clearpoint defines itself as independent investment advisors and plan consultants addressing fiduciary considerations and independent advisory services, with health and welfare coverage managed through Clearpoint resources and affiliated partners, and with capabilities to design, implement, and administer executive benefits plans and cost-management tools such as HRA and HSA accounts.

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