SpirePoint Private Client Expands with New Team and Office
SpirePoint Private Client (SpirePoint) is excited to announce its latest strategic expansion, welcoming two exceptional advisors to its team and opening a new office in a prestigious location. This expansion reflects SpirePoint's unwavering commitment to providing high-quality services, customized portfolio management, advanced tax and estate planning, as well as multi-generational family governance.
Growth of Assets Under Management
With the recent additions of these talented professionals, SpirePoint now manages over $1.5 billion in client assets. This significant milestone underscores the trust and confidence clients place in SpirePoint to handle their important financial needs.
The New Team Members
The firm proudly introduces R. Jamie Marceaux and Robert Scarborough, along with their expert support team, previously from a major Wall Street firm. Together, they bring a wealth of experience having managed approximately $350 million in assets, enriching the firm’s talent portfolio even further.
Expertise and Commitment
Jamie Marceaux has been a prominent figure in the financial services industry since 1999, ensuring a high level of client satisfaction throughout his career. Having served in the Air Force, Jamie's discipline and client-centric focus have propelled his success. Alongside him, Robert Scarborough, who honed his expertise at Merrill Lynch for 16 years before transitioning to Morgan Stanley, prioritizes personalized financial strategies designed around each client’s specific goals.
The experience of Kim Orsi, with over 40 years in the investment industry, adds considerable depth to the new team. Having held various managerial roles, her insights will lend a great deal of value to SpirePoint's operations. Amani Gaballa, with over 35 years of experience, further complements the team, having excelled at both Merrill Lynch and Morgan Stanley.
Independence and Client-Centric Approach
In expressing their reasoning for joining SpirePoint, Jamie emphasized the importance of independence. He remarked, "We knew we wanted to align with an established brand respected within the community. SpirePoint matches our values and vision for serving clients, making it the ideal place for our continued growth."
New Facilities for Enhanced Service
The newly opened office in DiVosta Towers South signifies more than just a physical expansion; it represents SpirePoint's dedication to offering quality guidance free from conflicts of interest. This location will act as a vital hub for delivering comprehensive wealth management and family-office services tailored to the unique needs of clients.
Support and Security
SpirePoint’s business model is designed to provide clients with a blend of independence and secure, institutional-grade support. The firm collaborates with leading custodians such as Goldman Sachs and Charles Schwab, which is particularly appealing to clients who demand both safety and personalized service.
Commitment to the Community
With this expansion into Palm Beach Gardens, SpirePoint continues to consolidate its position as a prominent player in Florida’s wealth management landscape. The firm remains committed to maintaining a boutique, family-office style approach while scaling its operations to serve more families and advisors in the region.
About SpirePoint Private Client
SpirePoint Private Client is recognized as an independent, multi-custodial Registered Investment Advisor (RIA) that operates with a family-office style of wealth management. With a firm foundation laid in Vero Beach and extended into Palm Beach Gardens, SpirePoint excels in providing conflict-free, empowering advice that prioritizes the client’s best interests.
Frequently Asked Questions
What services does SpirePoint Private Client offer?
SpirePoint provides customized portfolio management, advanced tax and estate planning, and multi-generational family governance.
Where is the new office located?
The new office is situated in DiVosta Towers South at 3825 PGA Blvd., Suite 1005, Palm Beach Gardens, FL 33410.
Who are the key members of the new team?
The new team includes R. Jamie Marceaux, Robert Scarborough, Kim Orsi, and Amani Gaballa, all of whom bring extensive experience in financial services.
How much client assets does SpirePoint manage?
SpirePoint manages over $1.5 billion in client assets after welcoming the new advisors.
What is the firm's approach to client service?
SpirePoint emphasizes a client-first philosophy by providing independence and personalized service tailored to individual client needs.
