After an in-depth selection process, Reshape Wealth is proud to be affiliated with SEC-Registered Investment Advisor Belpointe, founded by the Lacoff family in Greenwich, CT, in 2007.
Belpointe’s compliance and back-office services provide professional oversight and guidance to independent advisors, allowing advisors to focus on what matters most: our clients.
Belpointe’s companies operate together as a multi-family office, making private investments and offering financial, legal and real estate services that complement Reshape’s capabilities.
Reshape chose Belpointe to gain access to its Asset Management team, led by Chief Strategist, David Nelson, CFA. The unit was designed for wealth advisors, financial planners and financial advisors to provide their clients with a superior investor experience, with access to domestic, international, global and tactical strategies and investment managers. With headquarters on both coasts, Belpointe supports financial advisors by offering a robust mix of services and tools.
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