SharpePoint Private Client Group

Overview

SharpePoint, LLC is incorporated under Arizona law and is based in Phoenix, Arizona.¹ The firm serves individuals, high net worth individuals, charitable organizations and small businesses.⁹ Managed accounts are available to individuals, charitable organizations and small businesses.⁸ SharpePoint describes itself on its website as an independent wealth management firm.¹⁶

History

SharpePoint was established as a new Registered Investment Adviser in January 2018.³ The firm is owned through Robinson Financial Advisors, LLC, which is owned by Brian Robinson.⁴

Leadership

The team page lists Brian Robinson as Financial Advisor and Partner.²⁰ Jason L. McCaleb and Daniel Laraway are listed as Financial Advisors.²⁰ Erin Crosby is Director of Operations and Client Relations Director.²⁰ Wendy Orellana is Client Relationship Manager and Marketing.²⁰ The team page states that Jason L. McCaleb has more than 20 years of financial services experience and Daniel Laraway has more than 37 years of experience.²¹ Website listed professional designations include CFP®, APMA®, AWMA®, AAMS®, CWS® and CMFC®.¹⁹

Services

SharpePoint reviews client investment objectives and goals, recommends asset allocation strategies and prepares written investment strategies.⁶ The firm offers discretionary and non discretionary investment advisory services.¹³ Listed investment products include cash, stocks, mutual funds, bonds and annuities.⁷

The firm website lists financial planning, investments and portfolio management, risk management and mitigation, estate and legacy planning, insurance, retirement income planning and advanced planning.¹⁶ Financial planning consulting includes risk assessment and management, investment planning, estate planning, financial organization and financial decision making or negotiation.⁸

Website materials describe a process that reviews a client’s full financial picture before recommendations and coordinates financial areas.¹⁷ The firm presents a Total Strategic Plan, with services available as a complete plan or a la carte.¹⁸ SharpePoint says it has in house specialists and collaborates with outside tax, legal and insurance professionals when needed.¹⁸

What the firm offers

• Investment management
• Financial planning
• Tax planning
• Estate planning
• Philanthropy
• Risk and insurance
• Retirement planning

Client focus

SharpePoint states that it offers advisory services to individuals, high net worth individuals, charitable organizations and small businesses.⁹ Accounts generally begin at $250,000, while the firm may approve a lower amount at its discretion.¹⁰

Investment philosophy and approach

The firm says portfolio decisions are based on a client’s needs, goals, investment period and tolerance for risk, with no single standard portfolio model used for every client.¹⁴ Investment materials describe portfolios built from core models and custom portfolios that can accommodate criteria such as green or socially responsible investing.¹⁹ SharpePoint typically recommends Charles Schwab & Co., Inc. as qualified custodian and states that it is independently owned and operated and unaffiliated with Schwab.¹⁵

SharpePoint says it does not vote proxies for client advisory accounts.¹⁶ Clients retain voting responsibility unless they request advice.¹⁶

Assets and minimums

As of the April 16, 2026 Form ADV brochure, SharpePoint reported $222,806,601 under discretionary management and zero under non discretionary management.⁵ The usual minimum account amount is $250,000, though SharpePoint can make exceptions at its discretion.¹⁰ Performance based fees are reported for Fund investors who qualify as Qualified Clients, defined in the brochure as people with net worth above $2,200,000 or at least $1,100,000 managed from the start of the agreement.¹¹

FAQs

Related resources

• LocationMultifamily offices in Phoenix

  This Phoenix-focused page helps a family or business owner compare local firms offering investment management, planning, and related wealth services. It can provide regional context when considering how SharpePoint's Phoenix location may fit needs involving tax planning, retirement, insurance, or philanthropy.

• Network siteEstatePlanner.com

  EstatePlanner.com provides practical guides on wills, trusts, and related estate decisions. A reader considering SharpePoint can use these materials to prepare questions about estate planning, family transfers, charitable giving, and how those topics connect with broader investment and financial planning.

• GuideHow to choose a multifamily office

  This guide outlines factors to review when comparing a multifamily office, including services, client fit, communication, and fees. It gives a wealthy family or business owner a framework for discussing SharpePoint's investment management, tax, retirement, insurance, and philanthropic planning services.

• GuideData privacy and security with an MFO

  This resource explains questions families can ask about data privacy, account access, document handling, and security practices when working with a multifamily office. Those topics can help a prospective SharpePoint client assess how sensitive financial, estate, business, and family information should be managed.

• Similar firmsPROATHLETE WEALTH MANAGEMENT LLC
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  These profiles offer comparison points for a reader reviewing firms that serve affluent individuals, families, athletes, or business owners. Looking at PROATHLETE WEALTH MANAGEMENT LLC, TFO Family Office Partners, and AWM Capital, LLC can help clarify which planning, investment, and client service needs matter most.

Sources

1. Form ADV Part 2A , accessed October 23, 2026.
2. Firm page , accessed October 23, 2026.
3. Form ADV Part 2A , accessed October 23, 2026.
4. Form ADV Part 2A , accessed October 23, 2026.
5. Form ADV Part 2A , accessed October 23, 2026.
6. Form ADV Part 2A , accessed October 23, 2026.
7. Form ADV Part 2A , accessed October 23, 2026.
8. Form ADV Part 2A , accessed October 23, 2026.
9. Form ADV Part 2A , accessed October 23, 2026.
10. Form ADV Part 2A , accessed October 23, 2026.
11. Form ADV Part 2A , accessed October 23, 2026.
12. Firm page , accessed October 23, 2026.
13. Form ADV Part 2A , accessed October 23, 2026.
14. Form ADV Part 2A , accessed October 23, 2026.
15. Form ADV Part 2A , accessed October 23, 2026.
16. Firm page , accessed October 23, 2026.
17. Firm page , accessed October 23, 2026.
18. Why Work with SharpePoint , accessed October 23, 2026.
19. Investment and Portfolio Management , accessed October 23, 2026.
20. Team page , accessed October 23, 2026.
21. Team page , accessed October 23, 2026.

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.