Clear Point Investments affiliates with Virtue Capital Management

Clear Point Investments has launched through an affiliation with Virtue Capital Management, giving the Phoenix wealth management firm broader planning, technology and operational resources. Founder Mike Puck says the move preserves the client-first approach while expanding support for retirement, income and options-based planning.

Why it matters: - The affiliation gives Clear Point Investments access to institutional resources while keeping the firm focused on personalized wealth management. - Clients gain expanded planning, investment and compliance support without changing the firm’s stated client-first approach. - The move is meant to help the firm serve individuals, families, retirees and business owners with more robust tools for building and preserving wealth.

What happened: - Clear Point Investments announced an affiliation with Virtue Capital Management, an SEC-registered investment advisory firm based in Brentwood, Tennessee. - The announcement marks the official launch of Clear Point Investments. - The firm is based in Phoenix. - Founder and CEO Mike Puck said the affiliation is designed to give him more time with clients while using Virtue Capital Management’s operational, technology and investment resources.

The details: - Clear Point Investments will continue to offer wealth management, retirement planning, investment management, income planning, risk management and options-based portfolio strategies. - Clients will also have access to expanded financial planning technology, institutional investment managers and an operations and compliance team. - Virtue Capital Management provides advisors with researched investment models, holistic financial planning and operational support. - Puck spent more than two decades in financial services before founding Clear Point Investments. - Puck has advised institutional and private wealth clients and has worked with more than $1 billion in client assets. - Puck has experience in options-based portfolio management, including trading options and futures on the New York Mercantile Exchange. - His background also includes institutional business development, investment consulting and designing options strategies for risk management and income generation. - Clear Point Investments says its philosophy centers on objective advice, disciplined investment management and personalized financial planning. - The firm says its approach combines long-term strategic planning with portfolio management for wealth building, preservation and distribution.

Between the lines: - The affiliation lets Clear Point Investments stay independent while tapping a larger platform for back-office and investment infrastructure. - The structure suggests a common trend in advisory firms: preserving a boutique client experience while outsourcing some operational complexity. - Puck’s options and futures background points to a more specialized investment toolkit than many traditional wealth managers use.

What's next: - Clear Point Investments will operate with Virtue Capital Management support as it serves current and prospective clients. - The firm is positioning itself to grow while maintaining what Puck describes as the same client commitment. - More information is available through Mike Puck’s LinkedIn profile.