Resource Partners
Suite of Services
Our independent firm offers a broad range of services that extends beyond what you might expect from the traditional financial advisory firm. Because we strive for excellence in serving you, we believe in a comprehensive approach that addresses each area where finances and your life intersect. For any financial need that arises, we can serve as your center point of guidance, delivering objective, unbiased recommendations.
Investment & wealth management services
- Individual Equities and Fixed Income
- Direct Indexing with Tax-Loss Harvesting
- Alternative Investments
- Private equity
- Private real assets
- Private credit
- Hedge funds
- Concentrated Stock Solutions
- Option overlays
- Exchange fund
- Qualified opportunity zones
- Independent Investment Managers
- Structured Products, ETFs, and Mutual Funds
Financial planning & consulting services
- Investment Management
- Tax, Gift and Estate Planning
- Legacy Planning
- Generational Wealth Services
- Insurance Management and Risk Management
- Education Planning
- Cash Flow and Debt Management
- Charitable Giving and Philanthropic Planning
Retirement plan consulting services
- Plan Design and Strategy
- Plan Review and Evaluation
- Executive Compensation & Benefits
- Investment Selection
- Plan Fee and Cost Analysis
- Plan Committee Consultation
- Fiduciary & Compliance
- Participant Education
Our Strategic Relationships
Deep analysis and comprehensive planning functionality to serve the complex needs of your today, and tomorrow. We work with a wide range of investment solutions, including alternative investment providers.
TritonPoint Wealth is a member of the Dynasty Financial Partners network, one of the wealth management industry’s pre-eminent independent advisor platforms. Through our partnership with Dynasty, we have access to a wide array of capital markets and investment banking capabilities, as well as an extensive range of investment research and consulting services, advanced technology and proprietary analytical tools, and an online research center.
With more than $2 trillion in client assets, Schwab is the market leader of custodial, operational and trading support to professional wealth management firms like TritonPoint Wealth. Through its subsidiary Charles Schwab Bank, an FDIC insured institution, Schwab offers direct deposit, online bill pay, check writing, debit cards, Apple Pay™ link and more.
Fidelity Investments® is one of the world’s largest providers of financial services. Founded in 1946, the firm is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, employee benefit programs, and many other financial products and services to more than 32 million individuals and more than 13,000 financial institutions. For more information about Fidelity Investments, visit Fidelity.com.
Addepar is a multi-product software and data platform for even the most complex investment portfolios. They provide wealth managers with real-time portfolio reporting and insights required to make and implement better investment decisions.
eMoney Advisor is a leading wealth management platform that equips financial advisors with innovative tools to deliver personalized and transparent financial planning experiences. Its platform offers tools for personalized goal tracking, real-time updates, and transparent collaboration between you and your advisor.
iCapital is a cutting-edge financial technology platform that provides access to alternative investments, simplifying and streamlining the investment process for advisors and their clients. iCapital provides access to alternative investments, which are typically less accessible through traditional means. It simplifies the investment process while offering transparency and helping investors diversify their portfolios effectively.