Belpointe Asset Management is a registered investment advisor combining the personalized service of a boutique firm with broad wealth management capabilities. The firm works with individuals, advisors, and institutions, aiming to help clients build a strong financial foundation and pursue long-term investment success through tailored guidance and ongoing support.

Its investment management services offer access to global, domestic, international, and emerging-market strategies. Advisors can use these options individually or combine them through asset allocation approaches, drawing on experienced investment managers and a team of global experts. Wealth planning coordinates investment management with tax planning, estate preservation, cash flow, risk management, and retirement planning to support clients at different life stages.

Belpointe also facilitates additional services through its network and collaborative partners. These may include individual and corporate insurance solutions, small-business retirement plans, family office formation and servicing, public and private fund startup and administration, corporate consulting, and mergers and acquisitions. For financial advisors, the firm offers a collaborative community, educational programs, tools, training, and personalized support.