Tailored Wealth Management for Your Life
Experience handcrafted wealth strategies combining fiduciary investment management with comprehensive financial planning—all through a tiered fee schedule you can understand. That’s the Cedar Point difference.
Our Comprehensive Portfolio Management Services
Custom Portfolio Construction
Build a personalized portfolio aligned with your goals, tax considerations, and long-term financial plan.
Curated Asset Location
Strategically position investments across account types to improve tax efficiency over time.
Concentrated Position Management
Develop strategies to diversify concentrated holdings while considering taxes, risk, and your long-term goals.
Risk Management & Stress Testing
Evaluate portfolio risk through ongoing analysis and stress testing across a range of market environments.
Financial Aggregation & Reporting
Bring your financial information together through secure reporting and one clear view of your financial life.
Retirement Planning
Build a retirement strategy that coordinates your investments, income, taxes, and long-term goals.
Tax Planning
Coordinate investment decisions with proactive tax planning throughout the year.
Cash Flow & Distribution Planning
Develop sustainable withdrawal and cash flow strategies designed to support your lifestyle and goals.
Estate & Legacy Planning
Coordinate with your estate planning professionals to help align your financial strategy with your legacy goals.
Charitable Giving Strategies
Incorporate charitable giving into your financial plan in a tax-aware and purpose-driven way.
The Cedar Point Difference
Transparent Fee Schedule
A clear, tiered asset-based fee with no commissions or product sales. You’ll know what you pay, how it’s calculated, and what services it covers.
One Coordinated Picture
Your investments, financial planning, tax information and estate considerations come together in one place—so decisions are made with the whole picture in view, not just one piece of it.
A Disciplined Process
Trust in a holistic financial planning process that incorporates your goals, risk tolerance, time horizon, tax considerations, and more.
Fiduciary Rigor
Your portfolio is managed through our CEFEX-certified investment management process, guided by disciplined investment criteria and ongoing rebalancing.