From Complexity to Freedom: Empowering Entrepreneurs for Prosperity

• Workshop Room 3

Unlock the power of a Fractional Family Office to revolutionize your business strategy, personal wealth, and secure your freedom. Gain expert, tailored guidance to navigate complexity and achieve your ambitions as an entrepreneur.

Presented by:

Joseph LoPresti from ClearPoint Family Office Headshot Photo at Small Business Expo

Joseph LoPresti ClearPoint Family Office

As the founder of ClearPoint Family Office, Joe spearheads a team of planning specialists dedicated to aligning the business and personal wealth strategies of successful entrepreneurs with their unique life aspirations. With over 40 years of experience, Joe has crafted a consultative approach that empowers clients to achieve financial prosperity and personal fulfillment. In 2000, Joe established Arlington Wealth Management to provide proactive investment management solutions for business owners and their families. His vision led to the creation of AWM’s proprietary Proactive Asset Allocation Strategy (PAAS), a cornerstone of the firm’s success. Joe is also the author of Empowered Inve
As the founder of ClearPoint Family Office, Joe spearheads a team of planning specialists dedicated to aligning the business and personal wealth strategies of successful entrepreneurs with their unique life aspirations. With over 40 years of experience, Joe has crafted a consultative approach that empowers clients to achieve financial prosperity and personal fulfillment. In 2000, Joe established Arlington Wealth Management to provide proactive investment management solutions for business owners and their families. His vision led to the creation of AWM’s proprietary Proactive Asset Allocation Strategy (PAAS), a cornerstone of the firm’s success. Joe is also the author of Empowered Investing: Strategies for Proactive Investors and Exit By Design: Integrating Elite Wealth Management and Proactive Business Exits to Secure Your Freedom. Beyond his professional achievements, Joe has been married to his wife, Angela, for 35 years and is a proud father to three accomplished daughters. A passionate winemaker for 25 years, he continues a cherished family tradition as the third-generation vintner, following in the footsteps of his grandfather and father.
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