Belpointe Asset Management

Belpointe Asset Management is a Registered Investment Advisor (RIA) that provides an array of services to advisors and their clients. At Belpointe, we strive to provide the personalized service and flexibility of a boutique firm, but with the comprehensive investment and wealth planning capabilities of a global leader. We seek to embrace the craft of investment management and wealth planning. While data analysis and the application of technology are strong foundations, our philosophy also incorporates a blend of experience, intuition, and creativity. To us, planning isn’t just a science or a mechanical process, but rather an artform and experience that is distinctly human. We’ve built our ecosystem in the form of a craft community, where advisors and other professionals often collaborate, leveraging one another’s talents to strengthen planning, drive creativity, and even develop new tools, services, and products together. Recent acknowledgements: Named among the US's top RIA Firms in 2024 by Forbes (https://www.forbes.com/lists/top-ria-firms/) Named among the top RIA firms in 2024 by USA Today (https://www.usatoday.com/story/money/2024/04/23/financial-advisor-top-firms-ranking/73327679007/) Named among the US’s top RIA firms in 2023 by Forbes (https://www.forbes.com/lists/top-ria-firms/?sh=70cbf8533cd5) Named the 8th fastest growing RIA in the nation in 2021 by SmartAsset (https://smartasset.com/financial-advisor/top-50-fastest-growing-financial-advisor-firms-2021)