Total Wealth Management for Your Life
Experience handcrafted wealth strategies combining fiduciary investment management with a tiered fee schedule you can understand. That’s the Cedar Point difference.
Our Comprehensive Portfolio Management Services
Custom Portfolio Construction
Bring together investment, tax, and estate planning to build a portfolio that performs.
Fiduciary Investment Management
Grow and protect your wealth with certified strategies rooted in evidence, not trends.
Curated Asset Location
Deploy investments strategically across accounts to maximize tax efficiency and long-term growth.
Risk Tolerance Evaluation
Analyze your risk tolerance with innovative tools, and be ready for whatever the world throws your way.
Retirement Planning
Prepare for your next chapter with retirement planning focused on your whole life.
Tax Planning
Optimize your portfolio with proactive tax planning that minimizes liabilities and maximizes returns.
Estate & Legacy Planning
Protect your legacy and ensure your wishes are honored with true estate planning expertise.
Charitable Giving Strategies
Leave a lasting legacy with giving strategies that balance generosity and tax efficiency.
Insurance Review
Identify protection gaps and safeguard what matters with a full assessment of your coverage.
Financial Aggregation & Reporting
Get a clear view of your wealth with dashboards and reporting that keep you in control.
Why Work with Us?
Transparent Fee Schedule
Access comprehensive portfolio management for less than 1% of your assets under management, and as little as 0.25%. ($500,000 minimum balance.)
Financial Aggregation
Access all of your financial data and plans in one place with the Cedar Point Capital Partners web portal and mobile app.
Formalized Process
Trust in a holistic financial planning process that includes your goals and objectives, risk tolerance and time horizon, tax scenarios, and more.
Fiduciary Rigor
Leave your portfolio to our proven CEFEX-certified Investment Management Process, guided by fiduciary-grade investment criteria and rebalancing strategies.