Stephanie Mathis's Contact Details

Stephanie Mathis's Company Details

Fieldpoint Private

Greenwich, CT, US • 100 - 249 Employees
Financial Services

Fieldpoint Private provides personalized, confidential wealth planning and private banking services. Headquartered in Greenwich, Connecticut, with offices in New York and throughout the southeast, the firm has more than $1 billion in bank assets and $5 billion in wealth management assets. Catering to successful individuals, families, entrepreneurs, businesses and institutions, Fieldpoint Private offers a reciprocal combination of wealth management and strategy, family office, private banking and business banking services. Though a comprehensive understanding of clients' individual financial circumstances Fieldpoint Private furnishes unbiased advice and personal service to free up the one resource that, regardless of means, no one can ever have enough of: time. Banking Services: Fieldpoint Private Bank & Trust, Member FDICRegistered Investment Advisors: Fieldpoint Private Securities, LLC, is a SEC Registered Investment Advisor and Broker Dealer. Member FINRA, MSRB, SIPC.