William E Christian Email & Phone Number

Greenwich, Ct, Us

Greenwich Ct

Fieldpoint Private is a boutique wealth advisory and private banking firm established in the early days of the financial crisis by 31 individuals including former Chairmen and CEOs of some of the most well- known and successful financial and consumer firms in America. Their intent was not to craft a firm that would emulate the large, established institutions, but to serve as an alternative. Serving highly successful individuals, families, businesses and institutions, Fieldpoint Private offers a powerful combination of wealth management and strategy, family office, private banking and business banking services addressing every financial need for each of our clients. Services include wealth transfer advice, tax planning, aggregation and performance reporting, risk management, goals-based investing strategies, sophisticated investment selection, discreet and personalized banking, highly customized credit solutions, custom custody and trust solutions. Watch the film: http://www.fieldpointprivate.com/founders-video

White Plains Ny

William Christian of the Landmark Group, works with clients using a team approach that helps create an asset allocation derived by one’s desired income and/or their goals. We believe the experience with our group can deepen your relationship with your own finances. Our primary goal is to build long-term relationships by developing an understanding of the things that truly matter to you. After we understand your life goals, we help to implement and maintain a meaningful, integrated financial strategy.Working with a team that has six professionals and over 100 years of combined experience, we believe our credentials enable us to approach each client’s circumstances from different viewpoints and strive to create a customized, meaningful strategy.

Senior Investment Management ConsultantFinancial Planning Specialist