CREW Orlando member Paz Criado has joined the Winter Park office of Fieldpoint Private, a boutique wealth advisory and private banking firm that provides custom services to highly successful individuals, families, businesses and institutions.
Fieldpoint Private was established in the early days of the financial crisis by people including Chairmen and CEOs of some of the best-known and most successful financial and consumer firms in America. Their intent was to provide an alternative to existing large, established institutions. Serving highly successful individuals, families, businesses and institutions, Fieldpoint Private offers a powerful combination of wealth management and strategy, and private personal and commercial banking services, addressing every financial need for each of our clients.
Services include commercial banking and lending, wealth transfer advice, tax planning, aggregation and performance reporting, risk management, goals-based investing strategies, sophisticated investment selection, highly customized credit solutions, and custom custody and trust solutions.
Click here to watch a short film by the founder of Fieldpoint Private.