Make life more enjoyable through smarter financial and retirement planning

StockPointDigital advisors have created thousands of financial plans, so they've seen what works and what doesn't. By working with a StockPointDigital advisor you'll have access to the comprehensive investment options you need when approaching today's volatile markets.
turnkey asset management platform
asset management platform that suits your practice
Financial Planning

Our experienced advisors work with you to clearly define your goals. We believe a sound financial plan is the foundation to a investor's success.

Guided advisor training to better serve your clients
Investment Management

Our advisors employ an active investment management process designed to help maximize client's return while minimizing risk.

flexible tech stack
Retirement Planning

Our advisors have extensive experience educating clients on the challenges facing your retirement and on how to build a successful retirement plan.

Great financial planning requires great financial advisors.

StockPointDigital advisors are highly vetted financial planning professionals who are passionate about helping their clients, care deeply about their communities, and continually advancing their own education.
Personalized Planning
Risk-Managed Strategies
The StockPointDigital Difference
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Retirement planning shouldn't be scary.

As a first step a StockPointDigital advisor will meet with you to better understand your goals, time horizon, and risk tolerance. This is how we develop a long-term financial plan tailored to your specific needs. This individualized plan serves as a roadmap to develop a customized investment strategy designed to grow and monitor your wealth.

advisor portal that generates custom risk profiles
Updated

More options for every investor

StockPointDigital provides a wide spectrum of investment options to help our advisors develop and implement actively managed long-term investment strategies for individual investors. We seek to maintain a risk-managed approach toward investing, and our portfolios range from conservative to moderate to growth to allow for investor risk tolerance preferences.

client reporting of their investment allocations

Individual, independent, objective financial advice

Our advisors take an objective approach to every strategy and investment they recommend. They are able to offer a diverse universe of investments to align your the individual situation of each investor.

  • Transparency: Our advisors are fiduciaries, ensuring your investment goals are our only priority.
  • Constant Communication: Our advisors meet and communicate to you regularly to discuss your portfolio and answer any questions you may have.
  • Clear Reporting: Our advisors provide straightforward, comprehensive performance reports on a consistent basis so you can easily understand how your investments are performing.
turnkey model portfolios for advisors and clients
Attend a retirement class in your area

Financial planning classes for a better retirement

StockPointDigital offers free educational retirement classes at local universities, libraries, and community centers in your area. As part of the Retirement Wealth Academy, our advisors teach courses that are designed to educate you on the potential risks to your retirement, as well as a disciplined approach to financial planning and retirement investing.

Find a retirement class near you
fastest growing RIA from financial advisor magazine
1,000+
advisors supported
$8.8B+
in AUM as of December 2023
80K+
clients serviced annually

Our broad spectrum of investment solutions

StockPointDigital has partnered with some of the largest money managers, including BlackRock, Invesco, and Morningstar to offer our advisors and their clients multiple strategies from their wealth of managed portfolios.
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Stocks
Bonds
ETFs
Mutual Funds
Managed Portfolios
Structured Products
Retirement Planning
Hedged Equity Strategies
Fixed Income Products
And More!
Learn more about StockPointDigital's investment philosophy. View our approach

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StockPointDigital, LLC and its representatives are in compliance with the current filing requirements as required by those states in which StockPointDigital Capital Management, LLC maintains clients. StockPointDigital, LLC may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.

Previous Address: 2690 Mission St, San Francisco, CA 94110, United States

Current Address: 100 University Ave, 8th Floor, Toronto, ON M5J 2Y1, Canada

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