Every recommendation begins with a comprehensive plan designed to bring clarity, confidence, and direction to your financial life.
Investments, retirement income, tax planning, estate planning, risk management, and custom goals, coordinated, not siloed.
Independent guidance delivered solely in our clients' best interests, transparent, objective, and always aligned.
Six areas. One coordinated plan.
The name is the model. Each area gets its own attention, and every one is planned alongside the other five.
Built on Experience. Guided by Process.
Financial planning should feel steady, intentional, and personal. Our approach is built around clarity, disciplined systems, and thoughtful guidance that adapts as life evolves.
Focused where it matters most
SixPoint is a team of specialized advisors focused on the unique needs of the people we serve, from maximizing investment opportunities to navigating pension decisions and planning for a lasting family legacy.
RG&E & NYSEG employees: pension optimization & tax-efficient income planning
RG&E retirement planningPublic school employees: pension, 403(b) & retirement planning
Educator retirement planningHigh-net-worth families: wealth preservation & legacy planning
How we helpBusiness owners: exit planning & tax strategy
Business owner planningThese principles guide every relationship we serve. We measure success not by size, but by clarity, consistency, and the confidence our clients feel making decisions over time.
Common Questions Before Getting Started
Most firms focus on investments first. We start with planning. That means your investments, taxes, retirement income, estate planning, and risk management all work together instead of living in separate silos.
It means we are legally required to put your interests first, always, no product quotas, and no hidden incentives. Advice is based solely on what improves your outcome.
People who want clarity and confidence, not complexity. Many clients are within 10 years of retirement or already retired and want to simplify decisions around income, taxes, and legacy planning.
We focus on relationships where we can add meaningful value. If your situation involves multiple accounts, tax questions, retirement income decisions, or estate considerations, it is usually worth a conversation.
The first meeting is about understanding you. We will talk through what prompted you to reach out, what you want to improve, and what is currently causing uncertainty. There is no pressure or obligation.
Most clients work with us through a transparent advisory fee based on assets we manage. That structure aligns our success with yours.
Not necessarily. We will recommend changes only where it improves efficiency, coordination, or outcomes. The goal is simplicity and alignment, not moving accounts for the sake of moving them.
Yes. We do not replace your CPA or attorney, but we help coordinate strategy. That includes identifying tax opportunities, reviewing beneficiary designations, and ensuring your plan actually works the way you intend.
We rely on a disciplined process, not emotion or headlines. Portfolios are built around your goals, time horizon, and income needs, so market swings do not derail the bigger picture.
Many people come to us for a second opinion. Sometimes that confirms they are in a great spot. Other times it highlights gaps around taxes, income planning, or communication that deserve attention.
If you want clearer answers, fewer loose ends, and a plan you actually understand, the next step is simply a conversation. From there, you will know whether working together feels right.
Let's Create A Future You Feel Confident About
The next step is simply a conversation. There is no pressure and no obligation.
